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
Tax Resolution

Video: Tips for Filling Out IRS Form 656, Offer in Compromise

Need some help filling out IRS Form 656, Offer in Compromise? We've put together a video with several tips to help you when fil...

Brandon Jones Brandon Jones
10 Dec, 2018
Marketing Your Practice

How to Build the Perfect Buyer Persona Based on Your Ideal Client

If you don’t know your client type well, you could be missing out on marketing opportunities.

Micala Ricketts Micala Ricketts
7 Dec, 2018
Canopy Features and News

Feature Update: Knowledge-Based Authentication

Canopy’s eSign now allows you to quickly sign IRS forms 8878 and 8879 electronically.

Mitch Larson Mitch Larson
5 Dec, 2018
Canopy Features and News

Canopy Product Highlight: November 2018

We've added a bunch of great to features to Canopy in November, including Recurring Billing, Custom Branding, Accounts Receivab...

Brandon Jones Brandon Jones
4 Dec, 2018
Marketing Your Practice

10 Creative Ways to Market Your Firm Going into Next Tax Season

To stand out from the competition, accounting and tax firms must be more creative than ever to reach potential clients.

Micala Ricketts Micala Ricketts
29 Nov, 2018
Practice Management

How to Keep Millennial Employees Happy

If you want to retain your millennial employees, you need to start paying attention to what they want in a job.

Micala Ricketts Micala Ricketts
28 Nov, 2018
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