It’s not the CRM, it’s you — How to make tech work for you

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Scene: You already have tried multiple pieces of software to solve a problem and each time you’re sold a bill of goods that does...

3 ways to protect your client data

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The IRS is warning about new cyber security risks and fraud scams on a weekly basis. There is no doubt that accountants are at...

Your tax tech stack for 2022

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Technology was adopted by more firms than ever out of necessity during the pandemic. Firms that still operated with in-person meetings and paper documents...

Your 5-step plan to growing your social media prowess

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Historically, CPA firms have not been the best self-advertisers. Stemming back to our code of conduct that regulates how and what we promote to...

5 tech tools for running an efficient practice

Work smarter not harder. There are a lot of places that CPAs add value to their clients, consulting, planning and strategic thinking, but there’s...

How Canopy is helping practitioner headaches this tax season

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Tax practitioners have been saying since 2020 that tax seasons cannot get much more challenging than they are. While taxpayer relief programs were well-intentioned...

Plan Ahead to Prepare Your Firm for New Developments and to Meet Emerging Challenges...

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There is a confluence of regulatory changes, emerging trends, and an evolving technology landscape that is reshaping the accounting profession. With so many developments...

Cybersecurity & Compliance: Is Antivirus Enough?

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A question that comes up a lot is, "I have antivirus on my computer. Isn't that enough for whatever I (or anyone else) should...

Why Monitoring These 3 Trends in Regulatory Changes is Essential for Accounting Professionals

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Every day, accounting professionals are faced with a growing burden of regulatory and compliance requirements, with more looming ahead in 2022 and beyond. While...

The Point of No Return: Reap Revenue Opportunities Beyond Tax Preparation

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November 18, 2021 at 12 p.m. ET | 1.0 CPE Credit | REGISTER HERE Is tax season your firm’s major revenue generation source? Are you looking...

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Why tax efficiency is a top concern

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We recently marked the official opening of the 2022 return filing season. The IRS began accepting returns on Jan. 23. As per usual, not...

3 ways to encourage creativity in your practice

Accountants tend to think in black and white. Maybe it is the world of numbers and rules we live in all day. But when...

Your 1099-K update here

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The much-anticipated 1099-K changes have been delayed by a year. Anticipated is used with a grain of salt as many practitioners were dreading the...