Content Hub

Your all-in-one practice management hub for blogs, ebooks, webinars and Canopy case studies.

Rusty Fullings Journey - From Burnout to Balance

Rusty Fulling offers valuable advice for fostering connection and success in a remote work environment.

10 Tips to a Successful Year-End Closing

Wrap up year-end confidently in QuickBooks Online! These 10 tips help you close books smoothly, manage accounts, and prepare accurate financial reports.

4 min read LEARN MORE

2024 Product Release Review

Review the 2024 product updates, including new features like client grouping, QBO Payments integration, eSign templates, and workflow automation.

6 min read LEARN MORE

The Guide to 2025 Tax Season - Business Updates

Identify and comprehend the latest updates and changes in tax laws for the upcoming 2025 tax year.

14 min read LEARN MORE

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Webinars

The Practice Management Playbook: 7 Strategies for Firm Efficiency

Speakers:

11/04/25 LEARN MORE

Blogs

Why Every Accounting Firm Needs an AI-First Strategy (and How to...

Accounting is changing fast, and AI is leading the charge. Terrell A. Turner (Co-founder and CEO of TL Turner Group, and creator of the Golden A.G.E. Framework) has seen firsthand...

9/24/25 LEARN MORE

Practice Management

Dave Spence: Turning Tax Planning into Financial Freedom

In this episode of Canopy Practice Success, host KC Brothers sits down with Dave Spence, a CPA turned financial planner with decades of experience in both public accounting and...

9/24/25 LEARN MORE

Practice Management

Jason Staats: AI, finding your niche, and leveling up your tech stack

In this episode of Ask Jason Staats Anything, Canopy CEO Davis Bell sits down with industry thought leader Jason Staats to explore the future of accounting firms. The conversation...

9/23/25 LEARN MORE

Blogs

A Pathway to Professional Freedom: The Case for Simplicity

The Wake-Up Call We Didn’t Expect When COVID arrived, it forced firms everywhere into an unplanned experiment. Overnight, offices shut down, teams went remote, and clients...

9/17/25 LEARN MORE

eBooks

Canopy's Smart Intake Playbook

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Canopy Features and News

Canopy Smart Intake Expands to Include AI-Driven Document Requests

Create a custom request list in seconds with information already in Canopy SALT LAKE CITY –September 16, 2025 – Canopy, the leading all-in-one practice management platform built...

9/16/25 LEARN MORE

Blogs

The Ultimate Comparison Guide to Accounting Firm Practice Management

9/16/25 LEARN MORE

Product Updates

Product Update: AI Document Request Lists

What's New Smart intake just got smarter! With AI Document Request Lists, you can now create unique requests for clients one by one or in bulk. Use a prompt, template, or file to...

9/11/25 LEARN MORE

Blogs

What If Every Client Was Actually Awesome?

Imagine this for a second: every client you work with is a dream. Like, actually a dream.

9/10/25 LEARN MORE

Case Studies

How Solutions Group Accounting Firm Cut 5 Payment Tools

9/10/25 LEARN MORE

Practice Management

The Power of Listening: Michael Ly on Transforming Sales in Accounting

In this episode of Canopy Practice Success, KC Brothers chats with Michael Ly, CEO of Reconciled, about how active listening can transform the way accounting firms sell and grow....

9/10/25 LEARN MORE

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Webinars

🎓 Canopy Classroom Series: Migrating to the New Client Contact...

Every click matters. In this exclusive workshop, we’ll show you how to unlock the most efficient path to success with Canopy’s tools—proving that the...

9/17/25 LEARN MORE

eBooks

Becoming a Balanced Millionaire: How to Scale Your Accounting Firm...

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on demand

Marketing Your Practice

The Niche Advantage: How to Create a Marketing Strategy that Fuels...

Many accounting firms struggle to differentiate themselves in a crowded market, but it doesn't have to be that way. Learn why niching down is the key...

9/03/25 LEARN MORE