Content Hub

Your all-in-one practice management hub for blogs, ebooks, webinars and Canopy case studies.

Rusty Fullings Journey - From Burnout to Balance

Rusty Fulling offers valuable advice for fostering connection and success in a remote work environment.

10 Tips to a Successful Year-End Closing

Wrap up year-end confidently in QuickBooks Online! These 10 tips help you close books smoothly, manage accounts, and prepare accurate financial reports.

4 min read LEARN MORE

2024 Product Release Review

Review the 2024 product updates, including new features like client grouping, QBO Payments integration, eSign templates, and workflow automation.

6 min read LEARN MORE

The Guide to 2025 Tax Season - Business Updates

Identify and comprehend the latest updates and changes in tax laws for the upcoming 2025 tax year.

14 min read LEARN MORE

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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

Practice Management

Why Are Accountants Quitting?

The accounting profession has always been challenging and demanding, requiring much time, dedication, and attention to detail. However, in recent years, there has been a growing...

5/23/23 LEARN MORE

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