Ted Ferrin

Canopy
Director
ted@canopytax.com
(855) 616-7305
Linked in

Canopylogo

About Us: Canopy is a simple yet robust tax resolution and practice management software. It introduces online client surveys for auto-population of IRS forms, smart tax analytics, a dynamic client portal, and more. Try out a modern, seamless workflow built specifically for tax professionals at canopytax.com.

Upcoming Live Webinars

IRS REPRESENTATION & PRACTICE MANAGEMENT SOFTWARE - CANOPY DEMO

Available Date(s) Thursday, January 19, 2017
Thursday, January 26, 2017
Thursday, February 2, 2017
Thursday, February 9, 2017
Thursday, February 16, 2017
Thursday, February 23, 2017
Thursday, March 2, 2017

1:00pm Eastern
12:00pm Central
11:00am Mountain
10:00am Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other      

PENALTY ABATEMENT BASICS & TECHNIQUES

Available Date(s) Tuesday, February 7, 2017
Thursday, April 6, 2017

12:00pm Eastern
11:00am Central
10:00am Mountain
9:00am Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent      

OFFER IN COMPROMISE BASICS AND TECHNIQUES

Available Date(s) Thursday, February 9, 2017

3:00pm Eastern
2:00pm Central
1:00pm Mountain
12:00pm Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent      

TRUST FUND RECOVERY PENALTY BASICS

Available Date(s) Tuesday, February 21, 2017

12:00pm Eastern
11:00am Central
10:00am Mountain
9:00am Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Enrolled Agent, Other      

OFFER IN COMPROMISE BASICS AND TECHNIQUES

Available Date(s) Tuesday, March 21, 2017

2:00pm Eastern
1:00pm Central
12:00pm Mountain
11:00am Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent      

TRUST FUND RECOVERY PENALTY BASICS

Available Date(s) Tuesday, March 28, 2017
Monday, April 24, 2017

2:00pm Eastern
1:00pm Central
12:00pm Mountain
11:00am Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Enrolled Agent, Other      

OFFER IN COMPROMISE BASICS AND TECHNIQUES

Available Date(s) Tuesday, April 4, 2017

12:00pm Eastern
11:00am Central
10:00am Mountain
9:00am Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent      

Self-Study CPE Offered

OFFER IN COMPROMISE BASICS AND TECHNIQUES

Date OfferedJanuary 6, 2017  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent    

PENALTY ABATEMENT BASICS & TECHNIQUES

Date OfferedJanuary 5, 2017  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent    

TAX RESOLUTION SOFTWARE: INTRO TO CANOPY

Date OfferedJuly 7, 2016  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodSelf Study  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

Archived Webinars Offered

IRS REPRESENTATION & PRACTICE MANAGEMENT SOFTWARE - CANOPY DEMO

Date RecordedJanuary 12, 2017  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

TAX RESOLUTION: THERE'S A BETTER WAY

Date RecordedJanuary 13, 2016  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

TOP 10 OPTIONS FOR IRS TAX RESOLUTION

Date RecordedDecember 19, 2016  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent    

TRUST FUND RECOVERY PENALTY BASICS

Date RecordedJanuary 11, 2017  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Enrolled Agent, Other