Content Hub

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

Accountability Services: Modern Excellence in Accounting with Canopy

Discover how Accountability Services, a forward-thinking accounting firm, leveraged Canopy's solutions for streamlined operations, enhanced efficiency, and improved client satisfaction.

3 min read LEARN MORE

Charting the Future of Accounting

Canopy and CPA Practice Advisor partnered on a survey asking accountants how they saw the profession today and where they thought it would be in three to five years. In this engaging webinar a panel of accounting professionals will dive into the data, share their insights, and forecast where they see the profession going in the future. The survey focused on automation, AI, technology usage, security, client interactions, workforce dynamics, work models and more. Come learn what your peers had to say and get some insights on the future of the profession.

2 min read LEARN MORE

Canopy Summit 2024

Whether you’re sharpening skill as a current Canopy user or exploring new opportunities, you’ll gain valuable tools to drive success in 2025 and beyond.

2 min read LEARN MORE

Hannah Smolinski Shares How to Scale Smart with Tips for Small Business Success

Hannah Smolinski shares financial strategies for scaling small businesses, including the benefits of fractional CFO services, overcoming hiring challenges, and adapting to industry changes.

4 min read LEARN MORE

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Blogs

Doing Your Part to Improve Accounting

The world of accounting has come a long way from the days of dusty ledgers and manual calculations. Evolving technologies and new digital tools — including artificial...

12/15/23 LEARN MORE

eBooks

4 Ways to Create a Top Tier Client Experience

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Tax Resolution

What You Need To Know For Tax Season: 2024

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Blogs

Stephen Smith Dives into Creating Niche Audiences

12/13/23 LEARN MORE

Blogs

Top 5 Tax Season Capacity Management Tips for Virtual Firms

We tackled 3 big topics in our recent Canopy webinar: (1) Capacity Management, (2) Tax Season, and (3) Virtual Firms. Pull these 3 tricky aspects of firm management together and a...

12/11/23 LEARN MORE

Blogs

The Role of Mentorship in Accounting Firms

Last year, roughly 50.5 million Americans quit their jobs to take new positions and 73% of employers are having difficulty attracting staff. Clearly, the accounting industry has...

12/08/23 LEARN MORE

Blogs

10 Ugly Christmas Sweaters For Your Favorite Accountant

We’ve given you Halloween costume ideas and now you’ve come to us for another equally important fashion decision: an ugly Christmas sweater for any accountants in your life,...

12/05/23 LEARN MORE

Blogs

Counting on Christmas: The Accountant's Wishlist

It's the most wonderful time of the year…for many people. For many, the whirlwind months of November and December are a time for reflection, celebration, gatherings, and...

12/01/23 LEARN MORE

Blogs

Scott Scarano talks AI and Creativity in the Accounting Industry

In this episode, Scott Scarano talks of his career journey, which involves a blend of accounting and entrepreneurship. Scott comes from a family with a background in accounting,...

11/29/23 LEARN MORE

Practice Management

Engagement Letters: The Do’s and Don'ts

Engagement letters establish clear expectations and boundaries between clients and accountants. In this post, we will explore the do's and don'ts of crafting effective engagement...

11/27/23 LEARN MORE

Practice Management

Making the Move to Cloud-Based Accounting Software

Numerous experts have touted the cloud as the future of computing. The majority of businesses (61% as of 2022) rely on the cloud to run business processes. And while the cloud...

11/22/23 LEARN MORE

on demand

Webinars

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

on demand

Webinars

The Guide to 2024 Tax Season-Individual Updates

Speaker: Tanya Baber

12/07/23 LEARN MORE

Practice Management

How to Write an Engagement Letter in 7 Easy Steps

You know you should use engagement letters in your tax resolution cases, but you need to figure out what your engagement letter should look like. Or you've finally decided to...

11/17/23 LEARN MORE

Blogs

An Accountant's Guide to Cryptocurrency

In the ever-evolving world of finance, cryptocurrency has emerged as a revolutionary digital asset class. Powered by blockchain technology, a decentralized and transparent ledger...

11/17/23 LEARN MORE