august2021 - 16
ADVERTORIAL
TAX & ACCOUNTING
TECHNOLOGY
INNOVATION AWARD 2021
WINNER
Transcripts Tool
by Canopy
Canopy was selected as one of just a handful of companies to be an official
IRS partner in their new, secure API that allows the safe retrieval of transcript
data. As a result of this collaboration, Canopy implemented the API within its
Practice Management suite in advance of the public release in June, making
sure its customers had continued access to their clients' transcript data.
This API allows users to instantly pull transcripts in a clean, easy-to-read
format, complete with actionable recommendations and the highest level
of security.
Within the first 15 days of releasing the tool, 16,360 successful transcripts
have been pulled into Canopy. Once accountants have established
access to client records via a Form 8821 or Power of Attorney, they
can work with transcripts entirely electronically with Canopy, from
pulling transcripts to submission with Canopy's e-sign capabilities. With
this IRS-approved tool, Canopy eliminates the pain point of pulling
transcripts and accountants experience benefits including:
* A one-time setup process that makes pulling transcripts easier,
instead of having to log in and authenticate every time
* Highest possible security for transcript data
* Improved reliability of data
* Increased tool stability
* Canopy saves previous versions of transcripts that were pulled for each
client, which allows the accountant to compare the past to present.
* Access to entire transcripts plus a summarized version that is easily digestible and
actionable
For more information visit
https://www.getcanopy.com/transcripts-tool
https://www.getcanopy.com/transcripts-tool
august2021
Table of Contents for the Digital Edition of august2021
From the Editor: Work From Home, or Go Home From Work?
The Importance of Internal Controls
Is It More Efficient to Work From Home?
How to Launch People Advisory In Your Practice
From the Trenches: Client Experience for Today: Audit & Assurance Tools
The Leadership Advisor: A Guide to Better Client Communication
The ProAdvisor Spotlight: New QuickBooks Card Reader Speeds Up Mobile and Contactless Payments
2021 Innovation Awards - Highlighting the Top Technologies for Accounting Firms
The Labor Law Advisor: Employee Relations in Challenging Times
The Millennial Advisor: Back to the Basics
The Staffing & HR Advisor: Diversity, Equity & Inclusion in CPA Practices: Is Everyone Accounted For?
Marketing Your Firm: Using Traditional Marketing to Gain Leads
Apps We Love: New Technology
5 Ways for CPAs to Become Trusted Financial Advisors
AICPA News: A round up of recent association news and events.
The Digital Nomad Client
Lease Changes Add Complexity to Accounting & 2021 Audit Season
How to Help Your Clients Sleep Better at Night
Bridging the Gap: Must-Have Tools and Resources for Work-From-Home
august2021 - 1
august2021 - 2
august2021 - 3
august2021 - From the Editor: Work From Home, or Go Home From Work?
august2021 - The Importance of Internal Controls
august2021 - Is It More Efficient to Work From Home?
august2021 - 7
august2021 - How to Launch People Advisory In Your Practice
august2021 - 9
august2021 - From the Trenches: Client Experience for Today: Audit & Assurance Tools
august2021 - 11
august2021 - The Leadership Advisor: A Guide to Better Client Communication
august2021 - The ProAdvisor Spotlight: New QuickBooks Card Reader Speeds Up Mobile and Contactless Payments
august2021 - 2021 Innovation Awards - Highlighting the Top Technologies for Accounting Firms
august2021 - 15
august2021 - 16
august2021 - 17
august2021 - 18
august2021 - 19
august2021 - 20
august2021 - 21
august2021 - The Labor Law Advisor: Employee Relations in Challenging Times
august2021 - The Millennial Advisor: Back to the Basics
august2021 - The Staffing & HR Advisor: Diversity, Equity & Inclusion in CPA Practices: Is Everyone Accounted For?
august2021 - Marketing Your Firm: Using Traditional Marketing to Gain Leads
august2021 - Apps We Love: New Technology
august2021 - 5 Ways for CPAs to Become Trusted Financial Advisors
august2021 - AICPA News: A round up of recent association news and events.
august2021 - 29
august2021 - The Digital Nomad Client
august2021 - 31
august2021 - Lease Changes Add Complexity to Accounting & 2021 Audit Season
august2021 - How to Help Your Clients Sleep Better at Night
august2021 - Bridging the Gap: Must-Have Tools and Resources for Work-From-Home
august2021 - 35
august2021 - 36
https://www.nxtbook.com/endeavor/cpapracticeadvisor/december2022
https://www.nxtbook.com/endeavor/cpapracticeadvisor/octobernovember2022
https://www.nxtbook.com/endeavor/cpapracticeadvisor/august2022
https://www.nxtbook.com/endeavor/cpapracticeadvisor/june2022
https://www.nxtbook.com/endeavor/cpapracticeadvisor/april2022
https://www.nxtbook.com/endeavor/cpapracticeadvisor/december2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/november2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/october2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/september2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/august2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/july2021
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https://www.nxtbook.com/endeavor/cpapracticeadvisor/february2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/december2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/CPA_Practice_Advisor_November_2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/october2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/september2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/august2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/CPA_Practice_Advisor_July_2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/CPA_Practice_Advisor_June_2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/may2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/CPA_Practice_Advisor_April_2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/CPA_Practice_Advisor_March_2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/february2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/december2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/november2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/october2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/september2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/august2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/july2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/june2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/may2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/april2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/march2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/february2019
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