Linkedin

Jeff Kinsel

Canopy

jeff.kinsel@canopy.com
(855) 616-7305

Canopylogo

Jeff has spent the better part of his career working with small business owners in helping them to grow their businesses, refine processes, and increase the bottom line. From franchisees to finance, he has worked with thousands of individuals.

He joined Canopy in a customer-centric role, and worked with hundreds of customers to help them learn to use technology to leverage their work. Now he is working with the marketing team helping to grow the educational component, and assist even more practitioners through the OpenCourse and OpenForum platforms.

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

PENALTY ABATEMENT BASICS & TECHNIQUES

Available Date(s) Wednesday, July 18, 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      

EMPLOYMENT TAX BASICS: WHAT YOU NEED TO KNOW

Available Date(s) Monday, July 23, 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      

OFFER IN COMPROMISE BASICS AND TECHNIQUES

Available Date(s) Thursday, July 26, 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) Tuesday, July 31, 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      

Archived Webinars Offered

PENALTY ABATEMENT BASICS & TECHNIQUES

Date RecordedJune 26, 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