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Canopy (2)

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Moving From Practice Management to Firm Wide Operating System

In this episode, John Mitchell and Darren Root discuss the evolution of firm management in this video series as Darren reflects on his journey of using various practice management...

7/15/24 LEARN MORE
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Ask Darren Root Anything

**Join to earn 1 free CPE Credit** Speaker: Darren Root, founder of Rootworks and Better Everyday

7/16/24 LEARN MORE
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Unclunk Your Firm with Canopy | Special BDO Demonstration

What does it mean to unclunk your firm? Join a special BDO demonstration of Canopy's practice management solution to find out. The demo will feature...

6/26/24 LEARN MORE
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How To Win The Talent War

**Join to earn 1 CPE Credit** Speaker: Katie Thomas, CPA, 40 Under 40 CPA Practice Advisor

6/27/24 LEARN MORE
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Canopy's 2024 Roadmap- Making Your Life Easier

Speakers: KC Brothers & Shane Westra Tax Day has come and gone and we know you’ve been busy, we have the metrics to prove it. In this webinar we’ll...

5/23/24 LEARN MORE
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Canopy Demo Sweepstakes

Presenters: Michael Salmon, Canopy Eric Bonney, Managing Shareholder, Harvest Tax & Accounting Services Rekha Nomula, Operations Manager, AppleTree...

5/07/24 LEARN MORE
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Mindfulness Practices for Busy Season: Alleviate Stress and Create...

Presenter: Amy Vetter, CPA, CITP, CGMA, MBA, and CEO of The B3 Method Institute and B3 Yoga. Busy season is upon us! For many tax and accounting...

2/20/24 LEARN MORE
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The Guide to 2024 Tax Season- Business Updates

Join for 1 Free CPE Credit

1/11/24 LEARN MORE
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A Closer Look: Engagements & Proposals

Come get a closer look into Canopy's Engagements & Proposals, the first ever natively built Engagements functionality in a practice management...

12/20/23 LEARN MORE
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The Guide to 2024 Tax Season-Individual Updates

Speaker: Tanya Baber

12/07/23 LEARN MORE
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New Canopy Engagements Enables Accounting Professionals to Automate...

Nov. 16, 2023 (Draper, UT):Canopy, provider of industry-leading accounting practice management software announced today the launch of Canopy Engagements, a customizable and...

11/15/23 LEARN MORE
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Randy Crabtree on Mental Health Awareness

In this episdoe, Randy Crabtree, co-founder and partner at Trimerit, talks about his career journey and the founding of his tax firm. He shares how he transitioned from computer...

11/15/23 LEARN MORE
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Tips for Managing Capacity During Tax Season with Jason Blumer

Presented by: Jason Blumer, CPA It's that time again to begin exploring ways we can manage tax season, stay sane, and still be intentional about how...

11/28/23 LEARN MORE
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Financial Statements and Informed Business Decisions: A Guide to...

Understanding an organization's financial health is akin to deciphering a foreign language. This language communicates the story of a company's operations, profitability, and cash...

11/10/23 LEARN MORE
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Canopy Summit 2023

Canopy’s 2023 Summit will highlight product improvements from the past year as well as what to expect from the Canopy roadmap in 2024.

11/09/23 LEARN MORE

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