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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on demand

Webinars

A Closer Look: Roles

See how powerful tools can help you get more work done with less confusion and coordination, clearer assignments, and work queues. We'll show you how...

9/05/23 LEARN MORE

Case Studies

BookSmarts Tax & Accounting Services: Maximizing Efficiency and...

"The real value of Canopy is how it comes together — I think Canopy understands what's going on in a firm." Profile BookSmarts Tax & Accounting Services is a year-round small...

9/01/23 LEARN MORE

Blogs

Upcoming Webinar — A Closer Look: Roles

Tuesday, September 5th @ 11:00am MST

8/31/23 LEARN MORE

on demand

Webinars

Stop Resisting Change & Start Controlling It

Speaker: Sean Duncan, President & Founder of SMD Consulting & Accounting, LLC

8/24/23 LEARN MORE

Practice Management

3 Lies Accountants Tell Themselves

In a recent webinar, “Lies Accountants Tell Themselves,” hosted by Canopy, we had industry experts dive into a new research report, “2023 Accounting Practice Management Survey”,...

8/24/23 LEARN MORE

on demand

Webinars

A Closer Look: Firm Insights

Come get a closer look into diving into data on your clients, tasks, capacity, and time. We'll explore how you can quickly spot trends, set up...

8/15/23 LEARN MORE

Practice Management

5 Ways to Embrace Change in Accounting Firms

In the ever-changing realm of accounting, adaptability, and innovation have become the foundations of success. Elizabeth Manso, CPA and owner of Brigade, was able to sit down with...

8/16/23 LEARN MORE

Product Updates

Client Record Templates

What's new: We understand that firms often have a standardized framework that their clients adhere to, and they require an efficient method to assign client records to predefined...

8/15/23 LEARN MORE

Practice Management

4 Techniques for Maximizing Firm Productivity with Canopy

In the ever-evolving landscape of financial services, staying ahead requires expertise and the right tools to streamline operations and elevate client experiences. James Merante,...

8/11/23 LEARN MORE

on demand

Webinars

Lies Accountants Tell Themselves

In this webinar “Lies Accountants Tell Themselves”, our panelists discuss Canopy’s recent 2023 Accounting Practice Management Survey and how some of...

8/08/23 LEARN MORE

Product Updates

Know More About Your Practice Using Insights

What's new:

8/08/23 LEARN MORE

Marketing Your Practice

Top 3 Business Best Practices of a Well-Oiled Accounting Firm

In our recent Canopy webinar we dove into 3 key topics that can allow firms to make more money and scale their organizations more sustainably. There are so many ways a firm can...

8/08/23 LEARN MORE

CPE

Tax Filing Statuses: The Important Decision Impacting Your Tax Return

When it comes to preparing a tax return, the most crucial decision is determining the client's filing status. There are five different filing statuses: single, married filing...

8/07/23 LEARN MORE

Marketing Your Practice

5 Keys to Success in the Evolving Accounting Industry

The accounting industry is undergoing significant changes in today's fast-paced and technology-driven world. Integrating AI and technological advancements presents challenges and...

8/04/23 LEARN MORE

CPE

Reporting Investment Income from Securities

Many of our clients are heavily invested in the stock market. While we count on the brokerage statements to help us report their income correctly, it’s imperative that we have a...

8/03/23 LEARN MORE