Canopy Features and News

Canopy Expands into New HQ, Plans to Double Workforce

Canopy, the leading cloud-based practice management platform for tax and accounting professionals, today announced the opening ...

Andrew Jones Andrew Jones
17 Jan, 2019
Canopy Features and News

Canopy Product Highlight: December 2018

We released new features in December, including the new Transcripts Chrome extension, A/R reporting updates, and billing dashbo...

Brandon Jones Brandon Jones
3 Jan, 2019
Tax Preparation and Planning

How to Renew Your 2019 PTIN in 15 Minutes

Time to renew your PTIN? We've got the info you need to get your PTIN renewed fast.

Micala Ricketts Micala Ricketts
1 Jan, 2019
Practice Management

4 Tips for More Effective Training

Looking for tips on how to better train your staff? Read on for our four best suggestions for more effective training.

Brandon Jones Brandon Jones
28 Dec, 2018
CPE

How to Get Your Last Minute CPE Credits

Worried about getting your last minute CPE credits? We've got five convenient courses you can take right now to help you meet y...

Jessica Lundin Jessica Lundin
20 Dec, 2018
Canopy Features and News

New Feature: Canopy Transcripts Chrome Extension

IRS tax transcripts are important for tax professionals by giving them valuable information and a comprehensive tax summary of ...

Mitch Larson Mitch Larson
19 Dec, 2018
Industry News

The Tax Cuts and Jobs Act Year in Review

With the passing of tax reform at the end of 2017, 2018 was filled with the IRS issuing guidance, economists offering projectio...

Micala Ricketts Micala Ricketts
19 Dec, 2018
Practice Management

Keys to Optimizing Workflow

Workflow is the way a project progresses from its beginning to its completion via a defined sequence of repeatable tasks.

Micala Ricketts Micala Ricketts
14 Dec, 2018
Tax Resolution

Step by Step Offer in Compromise Checklist

Looking for an easy way to make sure your Offer in Compromise is on track? We've put together a checklist to help you do exactl...

Brandon Jones Brandon Jones
12 Dec, 2018
Canopy Features and News

Feature Update: Latest Billing Enhancements

In recent months, we've implemented many new features into Canopy's invoicing and payments function.

Mitch Larson Mitch Larson
11 Dec, 2018
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