Build your firm-wide operating system to work as you need it.
What we mean when we call Canopy “all-in-one”.
Build your practice management platform to work as you need it
If it has to do with accounting, practice management, or Canopy, it's here.
All-in-one practice management that unlocks the firm you've always wanted.
April 10, 2019 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for tax and accounting professionals, today announced a free mobile...
Before you create your tax and accounting business you should establish a clear vision of what you want your company to become. The more you focus your overall vision, the more...
February was a busy month for Canopy and we released a bunch of new features, including an update to client invoicing, a new way to customize your email signature with images,...
Section 199A is one of the most complicated changes to the tax code brought on by the Tax Cuts and Jobs Act. To help clear things up, we’ve put together a few important questions,...
So you’re interested in starting your own tax practice. That can be really exciting, but it can also be a little overwhelming and difficult to know where to begin. So, to help you...
Not long ago, I came across a practice advertising that their clients didn’t need to be involved in preparing their returns at all. The pitch was, essentially, “We don’t even have...
We're starting off 2019 with some new features we thing you're going to love, including an eSign reminder for your clients, a brand new way to manage client's access to the client...
One of the big changes for last tax season was the implementation of the 199A deduction, also known as the pass-through deduction. This provision is designed to help alleviate the...
Lehi, UT – January 17, 2019 - Canopy, the leading cloud-based practice management platform for tax and accounting professionals, today announced the opening of its new...
January 17, 2019 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for tax and accounting professionals, today announced the opening of its...
We released some great new features in December, including the new Transcripts Chrome extension, A/R reporting updates, and billing dashboard updates. Watch the video below to get...
If you’re going to take valuable time out of your workday to train your staff, you want to make sure that training is worth the time and effort. You have skills and knowledge you...
We’ve intentionally avoided cluttering this checklist with in-depth instructions, but there’s more to this checklist than meets the eye. In addition to giving you a convenient...
We're always adding new features to make Canopy the best possible experience for all our users. November was a great month for releasing big features, including Recurring...
November 19, 2018 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for tax and accounting professionals, today announced its plans to...
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