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IRS Increases Retirement Contribution Limits

On November 1, the IRS announced increases to contribution limits for 401(k)s, IRAs, and other retirement accounts due to cost of living adjustments. Here’s an overview of what...

Canopy Launches Modern CPE Platform for Tax and Accounting...

Lehi, UT - November 1, 2018 - Canopy, the leading cloud-based practice management platform for tax and accounting professionals, announced a new online CPE platform, a robust and...

Canopy Launches Modern CPE Platform for Tax and Accounting...

November 1, 2018 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for tax and accounting professionals, announced a new online CPE...

Tax Professional's Audit Defense Kit

Add Revenue to Your Practice By Offering Audit Defense

Audit defense is one of the easiest and most affordable ways to increase annual recurring revenue for your practice. Audit defense simply establishes that for a small fee, you’ll...

4 Keys to Building a Lucrative Practice

So you’ve started your own tax or accounting practice, and now you want to make money—not just enough money to stay afloat, but enough money to make a nice profit from all your...

Choosing a Market Niche for Your Accounting Firm

To create a successful accounting firm, you need to be better at what you do than your competition. Because accounting firms frequently offer similar services, it can be a real...

Why Accountants Need Client Testimonials and How to Get Them

The success of your accounting firm depends a lot on how you market your services. If you are getting a compelling message out to the right people, they will want to give your...

Penalty Abatement Letter Template

What You Need to Know About the New Tax Transcript

The IRS recently changed the format of tax transcripts for individuals to a redacted transcript. In an effort to safeguard taxpayer information from cybercriminals, all personally...

3 Things You Should Always Do With New Clients

There’s nothing quite like that feeling of landing the perfect new client. Not only is it great to watch your accounting practice grow, but there’s something about the chance to...

Feature Update: Time Tracking with Multiple Timers

In April we introduced time tracking to the Canopy lineup, and in August we made it more robust. Now, we’ve improved it further to make it even more useful for you and your firm....

3 Ways Tax Professionals Can Boost Their Twitter Profile

Twitter is different from other social media platforms in that your posts have to be brief. You only have 280 characters to get your point across, which can be a good thing....