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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Marketing Your Practice

Using ChatGPT in Your Accounting Firm (Part 2)

If you've spent any time near a screen lately, you’ve heard of ChatGPT — a language model trained by OpenAI. Every day, a new thread appears of someone who has figured out the...

5/11/23 LEARN MORE

Product Updates

Stay Organized and Compliant with Canopy’s Document Retention Rules

What's new: Users can now apply retention rules on document folders to designate a specified amount of time to retain any files inside those folders. During this time period,...

5/11/23 LEARN MORE

Canopy Features and News

Canopy Partner Connect

At Canopy, we understand how critical it is to have access to trusted and reliable partners who can help you achieve your goals. To assist you in finding the missing piece to your...

5/09/23 LEARN MORE

on demand

Webinars

A Closer Look: Canopy Payments

In this webinar, we get a closer look into the newly improved Canopy Payments. Learn how our integrated payment processing tool can improve client...

5/02/23 LEARN MORE

Practice Management

3 Reasons Why Accountants Need A Client Portal

Client portals have come a long way since they were first introduced. Revolutionary as they were, the first portals were simple tools—clunky and barely more secure than your...

5/01/23 LEARN MORE

Blogs

5 Ways to Prioritize Your Mental Health

Mental health determines how we handle stress, make choices and relate to others. It also impacts how we act, feel and think. The Center for Disease Control shockingly states that...

5/01/23 LEARN MORE

Practice Management

Retaining and Recruiting Talent in Accounting Firms: 5 Proven...

With many accountants quitting in the past two years and the dwindling number of college students entering the accounting field, there is an increased focus on employee retention...

4/27/23 LEARN MORE

Product Updates

AI Assistant

What's new: We’re thrilled to announce our first iteration of an integration with Chat GPT. Users can draft new emails or emails as a part of a thread using the generative AI....

4/26/23 LEARN MORE

Product Updates

New Client List

What's new: Streamline the way you view your client data with these new updates. Layout and design has changed to make it easier for you to view your data and interact with it....

4/25/23 LEARN MORE

Product Updates

A Year in Review 2022: New Canopy Features

One of the great benefits of a cloud-based software is that feature updates can happen regularly and nearly instantaneous. At Canopy, feature enhancements are highly influenced by...

4/25/23 LEARN MORE

Practice Management

8 Ways to Manage Clients Effectively & Efficiently | Canopy

The key to success in any business is building lasting relationships with clients. But what happens when managing clients takes up too much of your time and energy? The best way...

4/22/23 LEARN MORE

Press Room

Canopy Launches ChatGPT AI in Accounting Practice Management Software

April 21, 2023 (Draper, UT): Canopy, provider of industry-leading practice management software, announced today the integration of ChatGPT AI in its all-in-one accounting practice...

4/21/23 LEARN MORE

Practice Management

Using ChatGPT in Your Accounting Firm

If you've spent any time near a screen lately, you’ve heard of ChatGPT — a language model trained by OpenAI. Every day, a new thread appears of someone who has figured out the...

4/21/23 LEARN MORE

Practice Management

The Ultimate Guide to Going Paperless in Your Accounting Firm

Whether it’s to save money, increase productivity, or help the environment, many business owners are taking a serious look at going paperless. Going paperless is not that...

4/20/23 LEARN MORE

Blogs

Time to Take Off: 5 Post Tax Season Trip Ideas

You've crossed the finish line. And the weather is starting to warm up. Have you thought about how you’re going to take time off after tax season? What better way to get an early...

4/19/23 LEARN MORE