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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Product Updates

Have a Better View into Your Work with the New Task Workspace

What's New: We’ve recently modernized the task workspace that will make it easier to visually understand the work within your firm on the task or subtask level. We hope this new...

1/11/23 LEARN MORE

CPE

How to Decide Between Self-Study and Live CPE Options

Your success as a tax professional requires numerous hours of continuing professional education but it’s not always easy to find time to take courses. However, those hours of...

1/09/23 LEARN MORE

Industry News

Everything Accountants Need to Know About the IRS Migration to ID.me

This summer, the IRS will transition its online services for tax professionals to third-party authentication software company ID.me. What does that mean for accountants? You’ll...

1/05/23 LEARN MORE

Workplace Culture

How to Avoid Burnout During Busy Season

When you think of tax season, does burnout come to mind? I haven’t conducted a formal poll, but my guess is the answer would be “yes” for many CPAs and accountants. In preparing...

1/04/23 LEARN MORE

Tax Resolution

How to Successfully Negotiate Effective Tax Administration Cases

What is Effective Tax Administration?

1/02/23 LEARN MORE

Tax Preparation and Planning

Tax Season 2023 Individual Updates

The tax landscape is constantly evolving, and this year brings many changes and updates that can significantly impact your financial situation. We've covered you, from the...

1/01/23 LEARN MORE

Practice Management

The Easiest Way to Implement a New Practice Management Software

Hey, I get it. You’re not reading this article for fun. You’re reading because you’re worried about implementing a new practice management software for your accounting firm.

12/29/22 LEARN MORE

Featured

What is a WISP for Accounting and How To Get One

In accounting, WISP stands for Written Information Security Plan. A WISP is a document that accountants are required by law to create. A WISP is your strategy or game plan for...

12/23/22 LEARN MORE

Canopy Features and News

12 Days of Canopy

The Canopy team is excited to share the most impactful releases launched for you in 2022. In thetrue spirit of Christmas, sing along with a few of our Canopians here while...

12/21/22 LEARN MORE

Practice Management

5 New Year's Resolutions for Accountants in 2023

It’s almost time to ring in a new year and what better time to start fresh and improve yourself and your career? 2023 is going to be your year and it’s up to you to make the most...

12/21/22 LEARN MORE

Tax Preparation and Planning

It’s Time for Tax Law Updates – Individual

There’s an old saying that goes: “You can never step in the same river twice.” This is certainly true for tax seasons. Every tax season is a brand-new experience, simply because...

12/16/22 LEARN MORE

on demand

Webinars

A Closer Look: Communication in Context

Come get a closer look into comments & @mentions. See how these new features can improve efficiency, declutter your email, and contextualizing your...

12/14/22 LEARN MORE

Practice Management

Technology for Accounting Firms: How Tech Makes a Firm Stand Out

Incorporating the right technology into your accounting firm can set your firm apart from the competition, help you win new customers, and maintain loyalty of the customers you...

12/14/22 LEARN MORE

on demand