Practice Management

Best Practices for Building Trust with Your Clients

What is the secret to retaining your clients? The answer is simple: quality relationships that are built on mutual trust.

Jessica Lundin Jessica Lundin
17 Oct, 2018
Industry News

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.

Micala Ricketts Micala Ricketts
12 Oct, 2018
Practice Management

3 Things You Should Always Do With New Clients

Want to start off on the right foot with new clients? Do these three things.

Brandon Jones Brandon Jones
10 Oct, 2018
Practice Management

Is Your Firm Proactive or Reactive?

If you want your accounting or tax firm to progress and meet the needs of current clients while attracting new ones, you can’t ...

Micala Ricketts Micala Ricketts
9 Oct, 2018
Canopy Features and News

Feature Update: Time Tracking with Multiple Timers

We’ve improved time tracking to make it even more useful for you and your firm.

Micala Ricketts Micala Ricketts
8 Oct, 2018
Marketing Your Practice

3 Ways Tax Professionals Can Boost Their Twitter Profile

Twitter can add a lot of value to your social media strategy if you keep a few tips in mind.

Micala Ricketts Micala Ricketts
5 Oct, 2018
Industry News

Interest Rates Stay the Same for Q4 2018

The IRS announced that interest rates will stay the same for the fourth quarter starting October 1, 2018.

Micala Ricketts Micala Ricketts
3 Oct, 2018
Canopy Features and News

New Feature: Fast and Easy Electronic Signatures

Stop gathering signatures the old-fashioned way. Let Canopy's new E-Signature tool do the work for you.

Brandon Jones Brandon Jones
1 Oct, 2018
Industry News

Tax Reform 2.0 to Be Voted on Soon

It’s been nine months since the new tax law was passed, and this month Tax Reform 2.0, a series of three bills, was released.

Micala Ricketts Micala Ricketts
27 Sep, 2018
Tax Preparation and Planning

The Ups and Downs of Tax Season

Tax season get's a bad rap, but it's not all bad. Check out our list of what we think are the best and worst parts of tax seaso...

Brandon Jones Brandon Jones
24 Sep, 2018
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