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Canopy
United States
Приєднався 29 лис 2016
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.
Topics covered on our channel include tax resolution, IRS forms, offer in compromise, penalty abatement, and even tips for surviving tax season! Our content is created by professionals who are dedicated to providing the most current and accurate accounting and tax information.
Whether you are a current accountant, or simply interested in learning more about the industry, follow along to get useful and applicable information you didn't know you needed.
Subscribe now!
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.
Topics covered on our channel include tax resolution, IRS forms, offer in compromise, penalty abatement, and even tips for surviving tax season! Our content is created by professionals who are dedicated to providing the most current and accurate accounting and tax information.
Whether you are a current accountant, or simply interested in learning more about the industry, follow along to get useful and applicable information you didn't know you needed.
Subscribe now!
Jessie Williams on Shifting From an Overworked Firm to an Optimized Accounting Firm
Jessie Williams covers the importance of boundaries in the accounting profession, to main good mental health.
Переглядів: 10
Відео
Accountability Services journey to Canopy
Переглядів 60День тому
Accountability Services, a full-service accounting firm with offices in Washington and Colorado, made the switch to Canopy and haven't looked back. The switch allowed them to condense from 15 software solutions down to just 4.
Katie Thomas: From CPA to Marketing Maven
Переглядів 2014 днів тому
Katie Thomas discusses the specific challenges accountants face in marketing, such as the importance of trust, differentiation, and targeted branding. She provides practical advice on managing a brand, a solid referral strategy, and how to balance short-term wins with long-term brand building.
Glenn Harper and Julie Smith’s Approach to Transforming the Accounting Industry
Переглядів 2928 днів тому
Glenn Harper and Julie Smith discuss transforming their traditional CPA firm into a modern, advisory-focused business by optimizing processes, leveraging technology, and defining clear client profiles.
Lera Kooper on Strategic, Modern Accounting
Переглядів 32Місяць тому
In this episode of the Practice Success Podcast, Lera Kooper, co-owner of Accountability Services, discusses transitioning from traditional to strategic accounting, emphasizing proactive planning, advisory services, and innovative business strategies. She shares her journey and insights on building a successful firm focused on long-term client goals.
Change Management
Переглядів 46Місяць тому
John and Darren discuss the challenges and importance of change management, highlighting the need for leadership, communication, and support during transitions.
From Prospect to Signed Engagement
Переглядів 98Місяць тому
John Mitchell and Darren Root discuss transitioning prospects to engagements using Canopy, emphasizing the efficiency and benefits of streamlining processes in accounting firms.
Choosing a Better Way To Do Time and Billing
Переглядів 71Місяць тому
John Mitchell and Darren Root discuss the evolution of time tracking and billing solutions, highlighting the importance of tracking costs for project efficiency and the flexibility provided by Canopy's seamless integration with QuickBooks Online.
Reducing the Friction From Your Firm's Workflow
Переглядів 73Місяць тому
John and Darren discuss the importance of reducing friction in workflow within accounting firms, highlighting Canopy as a solution to streamline processes and enhance client experiences.
Getting the Most Out of Data and AI in Your Firm
Переглядів 31Місяць тому
John Mitchell and Darren Root discuss the significance of organizing data within firms. They emphasize the role of an intentional tech stack and data management for maximizing the potential of AI in improving operational efficiencies and client services.
Leveraging Data Insights to Empower Your Business Model
Переглядів 13Місяць тому
The discussion explores leveraging data insights to empower business models and enhance client services in accounting firms.
Unleashing the Power of a CRM in your Firm
Переглядів 36Місяць тому
The video discusses the importance of customer relationship management (CRM) tools in putting clients at the center of a firm's operations.
Providing a Modern Client Experience
Переглядів 52Місяць тому
A discussion on modern client experience in accounting firms, emphasizing the importance of tailored customer journeys and leveraging technology to enhance client interactions.
Creating a Tech Stack for the Two Halves of your Firm
Переглядів 66Місяць тому
John Mitchell and Darren Root discuss the importance of organizing data and creating a client-centric approach in developing a tech stack for accounting firms.
Moving From Practice Management to Firm Wide Operating System
Переглядів 159Місяць тому
John Mitchell and Darren Root discuss the evolution of firm management over time, emphasizing the importance of streamlining workflows through a comprehensive firm-wide operating system to enhance efficiency and client experience.
Randy Johnston discusses accounting trends, picking a vertical, and why technology is so important
Переглядів 665 місяців тому
Randy Johnston discusses accounting trends, picking a vertical, and why technology is so important
Ben Richmond talks benefits of the cloud, working on your business, and the future of accounting
Переглядів 445 місяців тому
Ben Richmond talks benefits of the cloud, working on your business, and the future of accounting
Liz Scott on Tech Selection: Empowering Accountants as Tech Advisors
Переглядів 456 місяців тому
Liz Scott on Tech Selection: Empowering Accountants as Tech Advisors
Dawn Brolin's Keys to a Successful Work-Life Balance
Переглядів 807 місяців тому
Dawn Brolin's Keys to a Successful Work-Life Balance
Accounting Today AI Summit - Interview with Canopy CEO Davis Bell
Переглядів 797 місяців тому
Accounting Today AI Summit - Interview with Canopy CEO Davis Bell
Nancy McClelland on Balancing Passion, Work, and Maintaining the Human Touch in AI
Переглядів 827 місяців тому
Nancy McClelland on Balancing Passion, Work, and Maintaining the Human Touch in AI
Elizabeth Manso on Embracing Technology, Meaningful Relationships, and Remote Work
Переглядів 478 місяців тому
Elizabeth Manso on Embracing Technology, Meaningful Relationships, and Remote Work
Stephen Smith Dives into Creating Niche Audiences
Переглядів 408 місяців тому
Stephen Smith Dives into Creating Niche Audiences
Scott Scarano talks AI and Creativity in the Accounting Industry
Переглядів 639 місяців тому
Scott Scarano talks AI and Creativity in the Accounting Industry
Randy Crabtree on Mental Health Awareness
Переглядів 459 місяців тому
Randy Crabtree on Mental Health Awareness
Gaynor Meilke on People-Centric Accounting and Technology Friendly Firms
Переглядів 9010 місяців тому
Gaynor Meilke on People-Centric Accounting and Technology Friendly Firms
Sean Duncan on the Transformation of Traditional Accounting and Role of Technology Adoption
Переглядів 6310 місяців тому
Sean Duncan on the Transformation of Traditional Accounting and Role of Technology Adoption
my so is incarcerated and can not get through to IRS he has asked me to fill out 2848 so i can get access to his tax information all we need to do is let them know he has been incarcerated for 14 yrs and has not filled for taxes or anything . he keeps getting a letter from them stating he filled in2020 and that they need more information from him i tried calling for him and got no were what should i do 2848 or 8821?
IRS My fuel gas station owner about a week ago an overseas worker walked into my store saying to I all his workers quit working for him because of 2337 who heard too. (14358M) Hasn't done NOTHING at all and always federally lied lied on too. Honestly you guys need to ARREST Immediately w/ Life Sentences Asap !!! Sd cd ... Shut down - Close down everything for 7.7K. Thanks for listening !!!
Imagine thinking working two jobs is stealing.
I’m trying to get the CAF number and I sent my 2848 and I didn’t receive no response yet. I need Help with it
I extremely like the video, man. Very helpful and informative. Thank you very much. It is presented so well too. Great, positive work.
am i able to make myself the POA
Ive filled out the 2848 and my dads tax return. How do I sign the actual return.Do I mail the 2848, my current POA and return to the 2848 address or mail the tax return to it's separate address. Do I have to wait for approval from the IRS before mailing in the tax return? Thanks for the video!
What if I have more than 3 tax matters to discuss but there's only 3 lines?
Hi, is form 2848 be used in the time the owner dies? What happened if the owner of an investment account died?
Hey Dawn, love you lady!
Where is the tutorial on how to use engagement and proposals?
Love Gaynor so much. Such a gem of a reminder: accountants are helpers and they love to help people; a lot of accountants find joy in solving problems through the lens of a relationship; marketing is helping them realize they have these superpowers that they use to help people; how can they leverage that to tell a story. So good!
This is a fantastic video. It's clear and easy to understand your explanations. Thank you for providing this information.
I need to update my bank info because I closed the account and set up the install payment Do I use the form 433-D??
Konnichiwa
Do you need to fill out form 8821 for a slip ànd fall lawsuit and why?
ua-cam.com/video/WHxR9kyu1fc/v-deo.html
Hypocrite
Hey
How are you
@@denisehoelle9770 Good, how are you
I'm good. Glad we all doing well, must be the canopy
Redipel sibania
Hey were you go
great stuff. How do you dispute the lien and NOT pay it. and get the withdraw
Hypocrite
Everyone that works for canopy should quit on the spot watch the company implode on itself all because of Davis Bell the dictator! And if you have business with canopy drop them like a rock!
#boycottCanopy Davis Bell is a communist
I just formed an s corp today. I will not have any income for this year (2022). So, do I still file for this year or file in 2023?
Thank You
Hi I was wondering if you could help me ASAP what do I put in section 3 'tax information' if I just want to use the 8821 to obtain one specific letter, namely the 147c letter from the IRS.
They look pretty cool. That is a sweet marketing idea.
Thanks 🙏 a million you’re dope!
Exactly what I need to hear and thanks for making it plain 👍🏽
i hate this guy and this commercial sucks, why tf do i see this shit all the time?
I don't have any income loss,my job with covid19 in 2020 april.I have tax license State and federal garnishment. How can I get them removed?
Please help, I know there’s no fee to file the form but I read somewhere that some companies might be subject to a $5,800 fee if they choose a non-calendar fiscal year. What does that mean?
How will the IRS notify us regarding our installment agreement request. The form didnt request our email?
So if I'm my dad's POA not his CPA how do I sign his taxes? Do I have to fill out this form?
Thank you 🙏🏼
Yes! Let's do this 💪😍!! You are late to the party = P-R-O-M-O-S-M!!!
If you are are a friend; what letter do you put A-R on 2848 form?
can i use form 2848 for a family member who has cerebral palsy and is 18 years old??
how much is the interest as a percent? interest on the installment? thanks
7%
Good video!
Thanks Jason, glad you found it helpful!
How would you complete line 3 in order to then complete Form SS-4?
Hello! While we are an accounting industry-adjacent business and have a lot of knowledge about the tax world, it's important to note that Canopy does not offer any official tax advice, and we highly recommend sourcing a CPA or tax professional to ensure the utmost correctness of your form.
So I did my form 2553 about 2 Weeks ago and Mailed it to the place where it’s supposed to go. How do I know weather I got approved and I’m an S Corporation?
Hi Rashen, I've found this article for your reference: www.upcounsel.com/check-s-corp-status
Sir kindly make a video on book keeping+tax preparation business.
Nice content. Thanks for all ur videos full of precious knowledge.
Sir after getting lisence of EA can I work virtually from any country?
Hi Irfan, an EA certification is granted by the IRS, so what you learn by studying for the exam only relates to US law. Ideally, you will want to be qualified in both the US and your country of residence in order to work regionally.
@@getcanopy Thank u sir for ur kind reply. I m rephrasing my query. After passing EA exam can I do tax preparation etc for US companies as an enrolled agent virtually from my home country Pakistan or I have to be present physically in USA? I will remain obliged if u clear my confusion. Regards.
@@irfanafridi6553 You do not have to be physically present in the US.
@@getcanopy Thank u so much sir stay blessed.
@@irfanafridi6553 Clients will need to give written consent allowing someone from outside of the U.S. to have access to their information.
What about part II Declaration of Representative?
I have this form in front of me and watched this video. I didn't find it useful AT ALL
Hi there, it's important to note that Canopy does not offer any official tax advice, and we highly recommend sourcing a CPA or tax professional to ensure the utmost correctness of your form. Maybe you will find the IRS Instructions useful: www.irs.gov/instructions/i8821
@@getcanopy No one asked you for tax advice. Your video is labeled "Quick Tips" and there were no useful tips. Before you suggested it, I went to the IRS instructions and found that more useful than this video
It's 3/19/21. I wanted to do a calendar tax year, but 3/15/21 is the deadline for filing for the calendar year, correct? I incorporated 2/5/21 so wondering if I should do a Late Corporation Election Response if I want to end on the calendar year, or if I can do a fiscal year ending month for the selected tax year instead.
Hello! While we are an accounting industry-adjacent business and have a lot of knowledge about the tax world, it's important to note that Canopy does not offer any official tax advice, and we highly recommend sourcing a CPA or tax professional to ensure the utmost correctness of your form. We have sourced the IRS instructions for form 2553 here: www.irs.gov/instructions/i2553