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Want to learn more ways to implement CAS (Client Advisory & Accounting Services) into your firm? Join this course and dive in deep with Jacqueline as she describes all of the wonderful ways that your ...

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With the passing of the Tax Cuts and Jobs Act in December of 2017, new legislation was put in place that altered income taxes, particularly for small businesses and their owners. Section 199A is by fa ...

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In part two of this series on the Section 199A changes, we will examine Specified Service Trade or Business (SSTB), which includes a trade or business involving the performance of services in the fiel ...

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"Reporting compliance has long been a source of anxiety for business owners and their accountants. In recent years, the IRS has been significantly increasing the penalties for failing to comply with r ...

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"Reporting compliance has long been a source of anxiety for business owners and their accountants. In recent years, the IRS has been significantly increasing the penalties for failing to comply with r ...

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"Reporting compliance has long been a source of anxiety for business owners and their accountants. In recent years, the IRS has been significantly increasing the penalties for failing to comply with r ...

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Reporting compliance has long been a source of anxiety for business owners and their accountants. In recent years, the IRS has been significantly increasing the penalties for failing to comply with re ...

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Reporting compliance has long been a source of anxiety for business owners and their accountants. In recent years, the IRS has been significantly increasing the penalties for failing to comply with re ...

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Reporting compliance has long been a source of anxiety for the business owner as well as their accountant. The IRS has been increasing the penalties for failing to comply with these reporting requirem ...

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Reporting compliance has long been a source of anxiety for the business owner as well as their accountant. The IRS has been increasing the penalties for failing to comply with these reporting requirem ...

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Reporting compliance has long been a source of anxiety for the business owner as well as their accountant. The IRS has been increasing the penalties for failing to comply with these reporting requirem ...

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This two-part course will cover the numerous changes to tax law from the ARPA and CAA as well effects of the CARES act and other considerations you will need in order to accurately prepare returns for ...

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As we look at tax law changes over the last year, the only thing that really has stayed the same is that everything is changing. With all these changes to the tax law that we have barely been able to ...

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Tax Season Updates, both Individual and Business, are a must for tax professionals. Knowing the latest and greatest tax laws is required, both for filing tax returns and to looking to the future for y ...

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It's that time of the year for accountants! With new tax season laws being updated for the upcoming tax year, you definitely want to check out this course to be prepared for all of the changes that ar ...

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Tax Day has come and gone and we know you’ve been busy, we have the metrics to prove it. In this webinar we’ll share how much you worked (like the more than one billion data requests Canopy facilitate ...

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A live demonstration of Canopy accounting practice management software Learn from - and interact with - real firms just like yours that transformed their business. 

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Whether small or large, each practice has a need to refine processes to keep up in an increasingly competitive marketplace. By looking at different industries, several emerging themes help define how ...

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As you grow your business, you are sure to encounter challenges, and myths of making it grow. In this course, we will examine 5 myths found in growing a tax practice, how to combat them, and give you ...

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Ryan Lazanis, CPA and founder of Future Firm shares his unique 6-Step blueprint to a modern firm that increases your freedom and improves your lifestyle. In this course, you'll discover: How and why t ...

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In this first part of a series, Allison examines the first portion of the AICPA Code of Professional Conduct dealing with integrity, objectivity, and judgement. By using real-world examples, case stud ...

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In this first part of a series, Allison examines the first portion of the AICPA Code of Professional Conduct dealing with independence and conflicts of interest. By using real-world examples, case stu ...

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In this course you will learn about superseding vs amended returns and the specifics for individuals and business.

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Longtime accounting industry luminary Darren Root will be sitting down with Canopy CEO Davis Bell to discuss the accounting field, what he thinks the future holds, and most of all, answering your ques ...

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In this section of the marketing overview, discover how to figure out who you are talking to, and why it is important. At the very root of marketing is a crucial understanding that you are not your cl ...

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Negotiating with the IRS takes a specific set of skills and understanding to ensure you achieve the best outcome for your client. This course will help you understand the different due dates, processe ...

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Negotiating with the IRS takes a specific set of skills and understanding to ensure you achieve the best outcome for your client. This course will help you understand the different due dates, processe ...

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This webcast will provide details about Enrolled Agents (EA)as a profession. It outlines the skills needed to become an EA, the benefits and authorities that come with being an EA, and details the use ...

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This session focuses on what CPAs need to know about blockchain technology, specifically the options and platforms currently exist in the marketplace applicable for business purposes. A deep dive into ...

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In this section of the marketing overview, we will discuss specific campaigns, and how they relate to your overall strategy for marketing. Now that you know what you want to achieve, and who you are t ...

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A live demonstration of Canopy Practice Management  Learn how Canopy has automated workflows, delivered exceptional client experiences, and increased visibility for real accounting firms just like you ...

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Reserve your spot for Canopy's annual Demo Sweepstakes! Attend live to win from over $5,000 of prizes and see how current Canopy users have transformed their firms with all-in-one accounting practice ...

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The accounting industry has been undergoing seismic changes in recent years. The Canopy Innovation Summit 2021 has the resources you need to tackle these changes head on.  This two-hour event includes ...

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The accounting profession is always changing and evolving. At Canopy we’re passionate about helping you and your firm stay at the forefront of the profession.    Join us for our annual virtual Summit ...

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Canopy’s 2023 Summit will highlight product improvements from the past year as well as what to expect from the Canopy roadmap in 2024.   What to Expect Davis Bell, CEO will share a message on the impo ...

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Join Canopy and accounting profession experts as we come together for our 2024 online summit. This year’s summit will feature a more robust schedule with more data, more training opportunities, and mo ...

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From tracking time to hiring staff, the top difficulties accounting firms are facing and moreCanopy recently surveyed accounting leaders about how they run their firms. In this webinar you will learn ...

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Learn what it truly takes to lead, manage, and grow a virtual accounting and tax firm. The principles discussed in this course can also apply to a variety of virtual firms across all industries. This ...

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Canopy and CPA Practice Advisor partnered on a survey asking accountants how they saw the profession today and where they thought it would be in three to five years. In this engaging webinar a panel o ...

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Cybercrime, cybersecurity, phishing, malware, ransomware, the list goes on and on, but it really doesn’t pertain to me, right? I am too small and I really don’t have anything of value to hackers. If y ...

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As a practitioner, you have a legal responsibility to safeguard sensitive information in the face of growing risks, but you aren’t sure how to get started in performing a proper risk assessment or how ...

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This course is Part 2 of a comprehensive 3-part series intended to help you understand and become savvy with tax issues and considerations with respect to virtual currency. With the exception of buyin ...

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Cybercrime, cybersecurity, phishing, malware, ransomware, the list goes on and on, but it really doesn’t pertain to me, right? I am too small and I really don’t have anything of value to hackers. If y ...

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What’s the single most important decision we make when preparing a tax return? That most important decision is the client’s filing status! There are five different filing statuses: single, married fil ...

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The Earned Income Credit has undergone huge changes for the coming tax season! Clients who never before qualified for this credit may now have the opportunity to benefit from it. This class discusses ...

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We all know that paying for higher education is a huge drain on any family’s resources. Happily, the tax code provides a wide variety of ways to help families pay for that higher education, including ...

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Every year, the IRS issues over 3.5 million third party levies, mostly wage and bank levies. Levies cause serious financial hardship for taxpayers, often putting them into a position where they cannot ...

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The IRS is focused on closing the tax gap. One way it hopes to do so is to collect promptly on unpaid employment taxes. It has now issued new directives to pursue many employers at a pace we have not ...

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Cryptocurrencies, such at Bitcoin and Ethereum, are just two of thousands of emerging solutions to create frictionless global transactions between counter parties. Additionally, cryptocurrencies are p ...

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Though many practitioners are familiar with some of the parts of a Currently Not Collectible status as a means to get the IRS to pause collection activity as it relates to hardship, there are many dif ...