Linkedin

Ted Ferrin

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

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, April 26, 2018

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

IRS REPRESENTATION SIMPLIFIED WITH CANOPY SOFTWARE

Available Date(s) Wednesday, May 2, 2018
Thursday, May 17, 2018

1:00pm Eastern
12:00pm Central
11:00am Mountain
10:00am Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Other      

PENALTY ABATEMENT BASICS & TECHNIQUES

Available Date(s) Tuesday, May 8, 2018

1:00pm Eastern
12:00pm Central
11:00am Mountain
10:00am 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      

MODERNIZING YOUR PRACTICE MANAGEMENT WITH CANOPY SOFTWARE

Available Date(s) Wednesday, May 9, 2018
Thursday, May 24, 2018

1:00pm Eastern
12:00pm Central
11:00am Mountain
10:00am Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Other      

EMPLOYMENT TAX BASICS: WHAT YOU NEED TO KNOW

Available Date(s) Tuesday, May 22, 2018

1:00pm Eastern
12:00pm Central
11:00am Mountain
10:00am 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      

Archived Webinars Offered

EMPLOYMENT TAX BASICS: WHAT YOU NEED TO KNOW

Date RecordedApril 19, 2018  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    

IRS REPRESENTATION & PRACTICE MANAGEMENT SOFTWARE - CANOPY DEMO

Date RecordedApril 20, 2018  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    

PENALTY ABATEMENT BASICS & TECHNIQUES

Date RecordedApril 3, 2018  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: 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