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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...

Keith Jones, CPA: Cutting Tax Resolution Time by 75% with Canopy

Profile Keith Jones, CPA, is a tax resolution expert with over two decades of experience serving clients in rural northwest Florida and beyond. Growing his customer base while...

Getting the Most from Proposal Software for Accountants

Creating a proposal for a potential new client sets the tone for the professionalism they expect from your firm moving forward. Even the most prolific accountants struggle with...

Workflows Now Include Bulk Date Changes and Total Time Spent

What's New Smarter workflows start here—because accounting teams deserve a platform that keeps up with them. Check out what’s new to Workflow:

Getting Clients Excited to Sign Their Engagement Letter

If reminding clients to sign their engagement letter makes you feel like a dentist scheduling root canals, it may be time to rethink how you are selling the task.

Must-Know Accounting Tech Trends with John Higgins

In this episode of Canopy Practice Success, KC hosts John Higgins, a seasoned CPA, to discuss the critical role of technology in modern CPA practices. Higgins, who has spent his...

The Power of Client Feedback in Accounting: Driving Excellence and...

Future-focused accountants are always assessing the health of their firm. Outside metrics, employee satisfaction, or your own work-life balance, there is an easy, albeit not...

New in Canopy: Bulk Engagements & Engagement Letter Introductions

What's New Enhance your client engagement and save time with new Client Engagement Platform capabilities. Now, you can efficiently send bulk engagement letters and add compelling...

Top 7 Client Portals for Accountants in 2025

Client portals for accountants are a crucial extension to your firm—one that can quickly elevate or detract from your reputation and your clients’ experience. Because you’re not...