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 leveraged Canopy for streamlined operations, boosted 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

SOC 2 Compliance and Why It Matters

With reports of data breaches appearing on the news more frequently than ever, companies across the country are seeking increased security measures to protect the highly sensitive...

7/18/23 LEARN MORE

Tax Resolution

Common Misconceptions of the Employee Retention Credit

The Employee Retention Credit (ERC) is a valuable resource that can help businesses navigate the complex world of employee retention, but understanding its complexities and...

7/13/23 LEARN MORE

eBooks

Safeguarding Your Accounting Firm: The Importance of Cybersecurity

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Checklists

5 Tips to Mastering Value-Based Pricing

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6/28/23 LEARN MORE

on demand

Webinars

A Quick Look: Canopy AI

Modern Practice Management isn't modern without AI. In just the first 6 months of 2023, AI improvements have changed lives, made waves, and continue...

6/27/23 LEARN MORE

on demand

Webinars

Canopy's 2023 Practice Management Report

From tracking time to hiring staff, Canopy surveyed the top difficulties accounting firms are facing for 2023 and are sharing the results! Gaynor...

6/21/23 LEARN MORE

Marketing Your Practice

2023 Accounting Practice Management Survey

Executive Summary

6/20/23 LEARN MORE

on demand

Webinars

Business Metrics - You're tracking data but are you using it to...

All accounting firms have metrics. From client numbers, revenue, time spent, and more. But are you maximizing your data to make positive real world...

6/13/23 LEARN MORE

Product Updates

Increase Accuracy and Efficiency with Recurring Task Enhancements

What's new: We’ve enhanced the experience of creating and managing recurring tasks within Canopy’s Workflow module to provide more flexibility, context, automation, and accuracy...

6/07/23 LEARN MORE

Product Updates

Dashboards

What's new: Keep a pulse on your firm's health with live data, easy-to-read visualizations, and the ability to save and share data and data visualizations. The answers you get...

6/06/23 LEARN MORE

on demand

Webinars

Six Steps to Less Work and More Life with Ryan Lazanis

Ryan Lazanis, CPA and founder of Future Firm shares his unique 6-Step blueprint to a modern firm that increases your freedom and improves your...

5/25/23 LEARN MORE

Practice Management

2023 Tax Season: the Numbers, the Challenges, and the Wins

In the fast-paced accounting environment, practice management software has become essential for efficient operations and streamlined workflows. The success of any software...

5/26/23 LEARN MORE

on demand

Webinars

Practice Management: You're Doing it Wrong

The dynamic nature of practice management in accounting has sparked widespread interest, driven by its constant evolution. Gain valuable insights...

5/15/23 LEARN MORE

Marketing Your Practice

Embracing Inclusion and Belonging: Keys to Longevity and Relevance

In today's fast-paced and ever-changing business landscape, leaders face the challenge of staying relevant to ensure longevity for their organizations. Understanding and embracing...

5/25/23 LEARN MORE

Canopy Features and News

Canopy Claims 8 Awards from G2 & Capterra

accounting practice management software for accountants. This is possible only because we listen to our clients, incorporate feedback, and push ourselves to improve and impress.

5/23/23 LEARN MORE