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...

Presenting Technology – An Experience

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A few years ago, I get a voicemail “Hello, Liz. My name is Kal Barson. I read an article of yours in the Journal...

How to Grow and Streamline My Practice in the Digital Age

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In a recent survey, we asked tax professionals to list their top priorities. Growing their practice and streamlining their operation were identified as the...

A Culture of CAS

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There is so much buzz in the accounting community around CAS. Does anyone have a proper definition? It has been used to abbreviate Client...

[Upcoming IA Webinars] Method: CRM Demo, 2022 Tech Roadmap, Growth-Driven A/P & more

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Insightful Accountant has some awesome webinars coming up in these next few weeks that are definitely worth checking out! From product demos, to planning...

Learn how you can streamline your busy season with Tallyfor

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Tallyfor is a cloud-based application built to streamline and automate your book to tax adjustments, coding, and data entry, making tax season a little...

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Implementing the balanced scorecard strategy in your firm 

The balanced scorecard (BSC), which first began to be utilized in the 1990s (Blocher, 2022), is a holistic cost management tool that looks at...

Upcoming Webinar: Practical growth strategies you can use

Whether your firm is accounting, tax, advisory or a combination of all of the above, most firm owners want to grow their practices. But...

Your 5-step plan to recovering from the busy season

If you feel like the busy season just keeps getting harder, you are not alone. The last couple of tax seasons have been met...