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

The Power of Simplifying Your Firm

Learn how to boost efficiency, customer satisfaction, and profitability by streamlining processes and focusing on core competencies.

3 min read LEARN MORE

Katie Thomas: From CPA to Marketing Maven

Katie Thomas discusses the specific challenges accountants face in marketing, such as the importance of trust, differentiation, and targeted branding.

4 min read LEARN MORE

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Webinars

Canopy Demo Sweepstakes

Discover how Canopy has revolutionized the operations of accounting firms similar to yours by automating intricate workflows, enhancing client...

11/01/23 LEARN MORE

Blogs

Sean Duncan on the Transformation of Traditional Accounting and Role...

In Episode 2 of the Practice Success Podcast Sean Duncan, CPA from SMD Accounting shares his journey from corporate accounting to starting his own firm and the pivotal moment when...

11/01/23 LEARN MORE

Marketing Your Practice

Gaynor Meilke on People-Centric Accounting and Technology Friendly...

Looking for a new podcast for accountants? Canopy just released our 12-part accounting podcast called the Practice Success Podcast! Learn more and listen below! In Episode 1 of...

11/01/23 LEARN MORE

eBooks

2024 Accounting Practice Management Buyer's Guide

Navigating the world of accounting practice management software can be a daunting task. Prospective buyers run into questions like, "How much should practice management software...

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eBooks

Finding Clients that Grow Your Firm

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Canopy Features and News

The Impact of Canopy

Having statistics to back up the success of a company's product or service is crucial in today's data-driven business environment. It aids in validating the company's claims and...

10/25/23 LEARN MORE

Product Updates

Use AI to Chart Business Insights

What's new: Within our custom reporting and dashboard tool (Insights), users can utilize natural language processing to create visualizations.

10/23/23 LEARN MORE

on demand

Webinars

Turning Connections Into Clients

Learn how to cut through the noise and find your ideal clients, start conversations with them, and turn them from "Who are you?" to "How can we work...

10/24/23 LEARN MORE

Client Relationships

The Impact of Remote Work on Accounting Firms

The emergence of the remote work phenomena, accelerated by the COVID-19 pandemic, has reshaped and revolutionized various industries, including accounting. This profound shift has...

10/20/23 LEARN MORE

on demand

Webinars

Business Metrics: You're Tracking Data, But Are You Improving?

Canopy data experts, KC Brothers, and Malcolm Felt will discuss better ways to track your data and interpret it to improve your business. Whether you...

10/10/23 LEARN MORE

Marketing Your Practice

Essential Skills for Modern Accountants

It's easy to feel overwhelmed with all the skills you need to keep sharp as an accountant. Between keeping up with changing regulations, staying on top of deadlines, and managing...

10/13/23 LEARN MORE

Blogs

Making ERGs Work for Small Accounting Firms

If you did a quick web search for “employee research group,” the results would give you the impression that their only purpose is to foster inclusivity and support diversity, but...

10/12/23 LEARN MORE

Tax Preparation and Planning

Form 990: A Guide for Accountants Working with Non-Profit...

As accountants, working with non-profit organizations requires a deep understanding of specific financial reporting requirements. One of the critical documents that demands...

10/06/23 LEARN MORE

Practice Management

How to Get Transcripts Online

Canopy recently partnered with the IRS to provide exclusive access to tax transcripts through our Transcripts & Notices service.

10/04/23 LEARN MORE

Industry News

Canopy: A Leader in Accounting Practice Management

Canopy is proud to announce that it continues to be a leader in practice management software. We understand that, like the accounting industry, we must strive to evolve and...

10/02/23 LEARN MORE