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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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

Press Room

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

Practice Management

Engagements & Proposals

What's new:

11/15/23 LEARN MORE

Blogs

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

on demand

Webinars

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

Practice Management

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

on demand

Webinars

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

on demand

Webinars

The Future is Now: How to Modernize Your Firm Today

Wanting to modernize your firm but unsure of where to start? Unsure of what "modernize" even means? In this webinar hear from Terrell Turner, CPA and...

10/26/23 LEARN MORE

Blogs

7 Career Development Tips for Aspiring Accountants

Embarking on a career in accounting can be a rewarding path filled with abundant growth opportunities. Here are four essential tips to help aspiring accountants effectively...

11/03/23 LEARN MORE

on demand

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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