Content Hub

The Ultimate 1099 Checklist Template Every Accountant Needs

Don’t miss a step when it comes to handling 1099s! This Ultimate 1099 Checklist Canopy Template saves the day, making the process smoother, faster, and more organized than ever....

Is Free Accounting CRM Software Worth It? A Thoughtful Exploration...

Client relationship management (CRM) software helps businesses across all industries manage client communications throughout the service lifecycle. Small-to-medium-sized...

Accountants Guide to Integrating a CRM

Client relationship management (CRM) software helps companies across different industries manage their client connections and communication, enabling businesses to provide the...

Jen Hamilton on the 6 Pillars of Success in an Accounting Firm

In this episode of the Canopy Practice Success Podcast, host KC Brothers talks with Jen Hamilton, a former CPA turned Fractional COO. She shares her journey from traditional...

How Your CRM Helps You Maintain Compliance Regarding...

The cornerstone of the relationship between accountants and clients is trust. Trust extends both ways:

Including A Mutual Fulfillment of Responsibilities Paragraph in Your...

We're in a 3 part series on how to make our client agreements smarter. Our goal is to clarify our client agreements and better support the relationship we desire with our clients.

Streamlining Time & Billing and Getting Paid Faster

What's new: Practitioners can now send an invoice to many clients at the same time. As previously announced, they can also invoice one client representing a group of related...

12 Ways to Enhance Client Management Effectively & Efficiently

The key to success in any business is building lasting relationships with clients. However, managing relationships is complicated due to numerous human factors. People are still...

What you Need to Know for Tax Season 2025

Their Loss, Your Gain: The Smarter Document Management Choice

Many in the industry have been sounding the clarion call to examine your firm tech stack. It’s not uncommon to hear rumors that older softwares are being sunset, or for users to...

TaxBee & Co: How Employees Save 20 Hours a Week Using Canopy

Profile TaxBee was founded in 2017 by Bianca Ferguson, a seasoned accountant with over two decades of experience and a passion for helping clients manage their finances. Starting...

Bianca Ferguson on Empowering Growth Through Technology

In this episode of Canopy Practice Success, Bianca Ferguson shares her journey of becoming a trailblazing leader in the accounting industry. Starting as a teenager learning the...

When to Use Client Requests Versus Client Email Templates in Canopy

Streamlining your workflow isn’t just about saving time—it’s about eliminating the frustration of repetitive, labor-intensive tasks that can weigh us down as accountants. But...