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
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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.
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Wednesday, March 29, 2023 Canopy TaxBuild the Firm of Your Dreams with Practice Management
With best-in-class practice management, the firm of your dreams becomes a reality. Download this free guide to learn how to improve workflow and organization, and decipher what you need (and don't need) from your software.
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Friday, March 17, 2023 Canopy TaxHow Better Workflow Can Be Your Firm's Secret Weapon
Struggling with inefficient workflows? Worried that inefficiencies are impeding the growth of your accounting firm? There's a better way. Download this free guide to learn how to identify the right tools and implement them in your accounting practice.
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Thursday, June 23, 2022 Canopy TaxBuild The Ultimate ROI Machine for Your Accounting Firm
In this eBook, you’ll uncover the ways you can leverage a variety of tools by connecting them to a single practice management hub. Download now and jumpstart the ROI you’re getting from your technology.
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Tuesday, June 21, 2022 Canopy TaxUltimate Guide to CAS for Modern Accountants
Download this free eBook to learn all about what advisory accounting is and what it can do for your clients—and your business.
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Tuesday, October 12, 2021 Canopy Tax4 Ways to Create a Top-Tier Client Experience
The ideal client experience is always changing, so your strategy should constantly evolve too. Download this eBook for 4 ways to create a top-tier client experience and learn how to put your firm ahead of the competition.