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Tasks now include Subtask Checklists

What's new: Sometimes a subtask doesn’t need to multiply into five—it just needs a to-do list of its own. The new subtask checklist keeps practitioners’ work tidy and simple....

Smarter Invoices, Locked Time, and Less Guesswork—It’s All in This...

What's New: This round of Time & Billing updates is all about boosting visibility, tightening controls, and helping your clients (and your team) move faster—with less friction.

Will Hill Explores Key Strategies for Firm Growth and Success

In this episode of Canopy Practice Success, guest Will Hill shares insights from his 25-year journey, helping accounting firms grow and optimize their processes. Will, who runs...

Using Data to Manage Resources & Grow Your Firm

In the final part of this four-part series, accounting technologist Liz Scott explores how to use Canopy Insights to unlock firm-wide visibility and smarter decision-making....

Client Engagements: How to Package, Automate, and Deliver Services at...

How do you turn your firm’s services into scalable systems? In part three of this four-part series, accounting technologist Liz Scott walks through how to package your offerings...

Automations & Templates: How to Revolutionize Your Workflows

Ready to save time and scale your firm? In part two of this four-part series, accounting technologist Liz Scott explores how to use automation and templates in Canopy to...

Get the Most Out of Canopy: Your Setup Guide for Success

Before you can automate or scale, you need the right foundation. In this kickoff to her four-part series, accounting technologist Liz Scott shares how to set your firm up for...

Canopy Tax Season Wrapped: 2025 in Numbers

If you made it through tax season without losing your mind (or your files), it’s time to celebrate! Another tax season in the books, and while you were in the thick of client...

The Practice Management Playbook

Canopy Secures $70 Million Series C to Unclunk Accounting Firms with...

SALT LAKE CITY — [April 23, 2025] — Canopy, the firm-wide operating system designed to help accountants operate the accounting firm of the future, has announced a $70 million...

The Practice Management Playbook: How to Get The Most Out of Canopy

Introduction So, you’ve made the investment in practice management software - bravo! Now it’s time to use it to its full potential. Too often, firms invest in a platform like...

Growing Your Bookkeeping or Accounting Firm: A Roadmap to Success

Jeremy Wortman Breaks Down Innovative Talent Strategies

In this episode of Canopy Practice Success, host KC Brothers interviews Jeremy Wortman, an organizational psychologist with a unique background in consulting for the accounting...