How do I log into canopy?
In order to begin using the Client Portal, you will need to download the Client Portal app. Search for "Canopy Client Portal" in the Apple App Store or Google Play Store. Your accountant will send you an invite via email to join the Client Portal. Upon receiving this email, you will need to create a Canopy account.
How long are CPE credits good for?
California CPAs must complete their CPE requirement by the last day of birth month every two years.
What are CPE credits good for?
CPE credits are based on hours of study and count toward certification programs that enable professionals to maintain or update their credentials. The purpose of these requirements is to ensure that professionals continue learning and remain current with developments in their industries.
Where can I use CPE credits?
There are a number of courses available that qualify for CPE credits. They can be given for self-study courses, webinars, video training, or industry conferences. These courses can be on updated tax laws, new accounting technology, or general best practices for the financial industry.
How much is canopy per month?
How much does Canopy cost? Time & Billing - $24/month per user, billed annually Workflow - $30/month per user, billed annually Tax Resolution - $33/month per user, billed annually Document Management - $40/month per user, billed annually We provide contact-based pricing tailored specifically for your firm.
What is canopy IRS?
Overview information. Canopy gives you practically everything you need to know about each case type. Including an overview of the case type, information on who to call at the IRS, script of talking points, and links to important or relevant IRS articles.
Is canopy tax secure?
Canopy Review
Having a secure and encrypted client portal is crucial to tax preparation.