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

Get Our Latest Updates & News by Subscribing.

FIND US ON

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

Product Updates

Easily Set Up Automated Late Fees

What's new: Encourage on-time payments from your clients by setting up automated late fees. With a simple setting option within Canopy, you can automatically apply late fees to...

4/04/23 LEARN MORE

Workplace Culture

Empowering Women in the Workplace

As we near the end of Women’s History Month (WHM), I want to give voice to our journey as women in the workplace. The theme of this year’s WHM is “Celebrating Women Who Tell Our...

3/30/23 LEARN MORE

Product Updates

Quickly Upload Files with a Secure Link

What's new: Collect documents faster from clients and stakeholders using a secure link without the need to log into a client portal. Canopy users can easily send a secure link via...

3/28/23 LEARN MORE

on demand

Webinars

Two Clicks to Transcripts with Dawn Brolin

In this webinar, Dawn Brolin discusses the firm-wide benefits of Canopy's Transcripts & Notices tool and how it's increased the value of her firm,...

3/16/23 LEARN MORE

Tax Preparation and Planning

Q&A — Filing a Form 2848 for Your Tax Clients

In our recent webinar, "Two Clicks to Transcripts with Dawn Brolin," Dawn discussed the firm-wide benefits of Canopy's Transcripts & Notices tool and how it's increased the value...

3/24/23 LEARN MORE