Exhibitors
Canopy Tax
Canopy develops an intuitive suite of software that helps tax professionals make their work more efficient, simple, and lucrative. We listen, innovate, then listen again, so every feature in Canopy is built in partnership with the tax professionals who use it.
In addition to delivering easy-to-use software that saves valuable time, we want to make it easier than ever for all tax practitioners to obtain their required continuing education credits. As we offer free continuing education programs we are able to expose more people to the tools we have developed to help them optimize their practices in compliance with federal and state laws and regulations.
Address
10355 S Jordan GatewaySuite 500
South Jordan, UT
84095
United States
Website
http://getcanopy.comContact Sponsor
NASBA Approved providers:
- National Registry
Registry ID:
139602Approved Delivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
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Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Join us for part two of our 2025 Tax Season Updates series, where we'll cover the most important changes impacting businesses this tax season. From new adjustments to key credits and deductions, this ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The one thing that has remained the same over the past few years is that everything changes as it relates to taxes. With the new 2024 tax season right around the corner, are you confident that you hav ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Accounting
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Running a firm is about a lot more than just accounting. Managing a business takes work and organization. In this webinar, you will hear from two experienced firm operations directors on how they keep ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Accounting
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Accounting
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
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Field of Study:
- Accounting
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Are you ready for an electrifying discussion that will challenge the very foundations of the accounting world? Join us for our upcoming webinar, where two expert panelists will go head-to-head in a de ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Accounting
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
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Field of Study:
- Accounting
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
In this session you’ll learn the 6 key steps for starting an advisory practice that will thrive. Sean Duncan will provide you with his personal methodology for planning and implementing advisory servi ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
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Field of Study:
- Accounting
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
What does it mean to unclunk your firm? Join a special BDO demonstration of Canopy's practice management solution to find out. The demo will feature insights and reactions from BDO member Lera Kooper ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
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Field of Study:
- Business Management and Organization
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Discover how to navigate the accounting talent shortage and implement a straightforward system that transforms your firm from asking, “Where can I find talent?” to top talent asking you “How can I wor ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
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Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Accounting
- Business Management and Organization
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
A live demonstration of Canopy accounting practice management software Learn from - and interact with - real firms just like yours that transformed their business.Program Level:
BeginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
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Mindfulness Practices for Busy Season: Alleviate Stress and Create Better Work Environments
07-Feb-2024 Canopy TaxField of Study:
- Business Management and Organization
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Busy season is upon us. Every year you may be saying the same things…"I start off sticking to a routine but it quickly falls off and I start feeling burned out and tired". Make this the year you are g ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Taxes
Description:
In this second part of our 2023-2024 tax update series, we will cover rules that affect 2023 filing and effects of changes like SECURE 2.0 and the Inflation Reduction Act (IRA) rules effective January ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
With the new 2023 tax season right around the corner, are you confident that you have the tools and the information necessary to jump into the season armed with the knowledge you need? This webinar is ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
It's that time again to begin exploring ways we can manage tax season, stay sane, and still be intentional about how we lead our firms. In this webinar we'll discuss some capacity management tips for ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Accounting
- Business Management and Organization
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Business Management and Organization
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
If you’re like most firm owners, at some point, you’ve searched the internet for marketing strategies. And, for the vast majority of you, you likely found a copious amount of marketing strategies. The ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
You understand there are many security risks you face and that you have a legal responsibility to safeguard that information, but you aren’t sure how to get started in performing a proper risk assessm ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Cybercrime, Cybersecurity, Phishing, Malware, Ransomware, Skimming, 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 hac ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This material is practical and designed for those who need to read, understand, and analyze financial statements to make better informed business decisions. Financial statement analysis is used to fin ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Come get a closer look into diving into data on your clients, tasks, capacity, and time. We'll explore how you can quickly spot trends, set up alerts, schedule reports, drill down, utilize custom form ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
In this webinar, Jason Blumer, CPA, will discuss the dichotomy between service and operations in firms, the necessity to monitor cash flow, and the deep value of knowledge capture. All critical operat ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Accounting
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
So, you’re good with numbers. That’s great. Crucial, even. But how are you at…communicating? Because that’s what’s going to set you apart from other accounting firms. The way you communicate is your p ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course discusses the importance of understanding and correctly reporting investment income from securities on tax returns. It highlights various types of income generated from stocks and mutual f ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
While we don’t want to become investment advisors for our clients, understanding the tax ramifications of investments is certainly part of our job. And it’s not an easy job, by any means. Even a simpl ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The one thing that has remained the same over the past few years is that everything changes as it relates to taxes, and the 2022 tax season is no different. Are you confident that you have the tools a ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
While RMDs are often calculated by financial advisors, it’s definitely on us tax preparers to make sure our clients understand requirements for taking the money out and avoid common mistakes, such as ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
The selection and implementation of a practice management software can feel completely overwhelming; but, you know you need a better way to manage your accounting firm. From client onboarding to clien ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Canopy and now Right Networks customers have access to a secure, one-time login to the Transcript Delivery System (TDS) through Canopy and their partnership with IRS. Knowledge is power, especially wh ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
The Ultimate Practice Management Checklist: A Step-by-Step Guide to Winning Workflows
07-Sep-2022 Canopy TaxField of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Unless, that is, you attend this webinar with Dawn Brolin, CPA CFE, who is implementing Canopy in her own firm and is pulling back the curtain so you can learn exactly how to evaluate Canopy for your ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Education Credits: §529 Plans, American Opportunity, & Lifetime Learning Credits
17-Aug-2022 Canopy TaxField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The taxation of prizes, gift and awards has a long and fascinating history. Our current tax principles of the receipt of prizes, gifts and awards is the outcome of many significant court cases. We’ll ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Business Management and Organization
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This webinar is for under-utilized, over-worked, and under-paid partners in tax, accounting, and bookkeeping firms with revenues from $100K to $5M who want to transform their firms by building a firm ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
According to the IRS, an installment sale occurs when certain types of property are sold at a gain and payments are made over more than one tax year. In these situations, the IRS permits a special typ ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Accounting
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Join us in a panel discussion to learn the in's and out's of reshaping your accounting firm by automating your accounting workflow. Experts Donny Shimamoto, Katie Tolin, and Jonathon Timothy go into e ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
A good percentage of our clients own their homes, and for good reason! The government has been more than generous with home ownership tax goodies. Some very important tax questions arise around home o ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Learn how to streamline and transform your compliance-based tax and accounting practice to create a profitable advisory practice using three key advisory accelerators that Sean Duncan, CPA, Founder of ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Finding the right tech stack for your accounting firm can be a daunting challenge. That’s why we’ve rounded up some industry best practices and are excited to show you how cloud practice management so ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Schedule C, Profit or Loss From Business (Sole Proprietorship) is one of those tax forms that looks simple, but is baited with many traps for the unprepared tax professional. It’s just a two-page form ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Does it seem lately like every single client has some sort of side hustle requiring the filing of a Schedule C, Profit or Loss From Business? You’re not alone. More and more, we’re seeing taxpayers en ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Business Management and Organization
- Management Services
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
A cloud-based practice management solution will not only help reduce the stress of accountants during tax season but year-round issues as well. In Canopy’s new CPE course “Why You Need to Incorporate ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
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