Canopy Tax
Canopy is an accounting practice management software that simplifies your firm so you can help more clients. Canopy’s Practice Management lets you connect every element of your practice with features ranging from CRM to task automation. With our free Transcripts tool you can pull IRS transcripts in as little as 2 minutes. Everything we do revolves around improving the quality of life for accounting and tax professionals.
Resources from Canopy Tax
-
Tuesday, February 27, 2024 Canopy Tax4 Ways to Create a Top-Tier Client Experience
Providing an excellent client experience not only improves your relationships, but creates longer-term and more profitable clients overall. And that's just good business.
-
Wednesday, January 17, 2024 Canopy TaxHow to Fix the Business of Your Firm
Growing your tax and accounting practice means you need to lean into wise principles that are key to running your business well.
-
Thursday, January 4, 2024 Canopy TaxThe Blueprint of a Future-Focused Firm
Ready to future-proof your tax and accounting firm? Learn how to build a rock-solid practice that's as proactive as it is profitable by focusing on these 6 key areas of your firm's operations.
-
Thursday, December 7, 2023 Canopy TaxWhere Firms Go Wrong with Practice Management Software
Is there something holding your firm back? Or maybe it's a lot of things. Get the tools you need with practice management software.
-
Monday, April 3, 2023 Canopy TaxNine Ways to Master Email at Your Firm
Managing email communication is tricky. So how do you fix it? The short answer: Decrease your use of and dependency on email. Provide colleagues and clients with more effective modes of communication. Download this free guide to learn how.