Tax Preparation and Planning

How Your Small Business Clients Should Prepare for Tax Season 2019

Your small business clients can do these three things to prepare for an efficient tax season and a better financial year.

Michael Law Michael Law
29 Jan, 2019
Industry News

What Tax Season Will Look Like if the Government Shuts Down Again

The government will shut down again on February 15 if Congress doesn’t come to a funding agreement. In the case of a second shu...

Micala Ricketts Micala Ricketts
28 Jan, 2019
Canopy Features and News

Feature Update: Client Portal Manager

The newest updates to the Client Portal Manager allow tax professionals to organize and take control of the client portal exper...

Mitch Larson Mitch Larson
25 Jan, 2019
Practice Management

How Are You Pricing Your Accounting Services in 2019?

Pricing your accounting services effectively can mean the difference between scraping by and robust growth.

Micala Ricketts Micala Ricketts
18 Jan, 2019
Tax Preparation and Planning

What You Need to Know About the 199A Pass-Through Deduction for 2019

Confused by what the new 199A pass-through deduction means for your clients? We've got the info you need to start getting this ...

Brandon Jones Brandon Jones
18 Jan, 2019
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 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
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