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

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

Marketing Your Practice

Get Paid Faster — 3 Ways to Optimize Payments Processing at Your...

Getting paid is how your accounting firm will stay successful — there's no way around it. When it comes to navigating the nuances of getting paid, it's never simple. Here are top...

3/17/23 LEARN MORE

Featured

Celebrate Pi Day 2023: What Pie Flavor Are You?

Happy Pi Day! March 14th is celebrated around the world as Pi Day in honor of the mathematical constant pi (3.14). While mathematicians and scientists celebrate Pi Day with...

3/14/23 LEARN MORE

Industry News

Top 10 Influential Women in Accounting and Tax in 2023

Women make up nearly 60% of the accounting service industry according to 2023 data. In honor of International Women's Day, we rounded up a list of the Top 10 Innovative Women in...

3/08/23 LEARN MORE

Product Updates

Pass Credit Card Fees to Clients with Surcharging on Canopy Payments

What's New: Canopy customers* now have the ability to enable surcharging for credit card fees in most states**. Surcharging allows a firm to provide their clients with the...

3/02/23 LEARN MORE

Marketing Your Practice

Future of Accounting: 5 Ways to Innovate in 2023

We live in a time where the "best" accounting practices change daily. Keeping track of all the changes in the industry between updates and tech can be overwhelming. Today, most...

3/01/23 LEARN MORE

Product Updates

Easily Share Files with Anyone Using a Secure Link

What's New: Sharing a file with clients or key stakeholders has just gotten easier. Now you can send a file using a secure link. Recipients will receive an email (to the one you...

2/21/23 LEARN MORE

Product Updates

Break Down the Email Silo Without Losing Security and Control

What's New: Canopy already de-siloed email with the global inbox, sharing inboxes, and the communication tab. With privatizing emails, you get the perfect balance of breaking down...

2/16/23 LEARN MORE

Tax Preparation and Planning

IRS Form 941: The Lookback Period and Deposit Schedules

IRS Form 941, Employer’s Quarterly Federal Tax Return, is used by an employer to report federal income tax withheld from employees (including withholding on sick pay and...

2/10/23 LEARN MORE