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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on demand

Webinars

Two Clicks to Transcripts

Come listen to Dawn Brolin discuss how she has benefitted from pulling years of her clients’ transcripts, as well as receiving proactive notices...

12/08/22 LEARN MORE

Canopy Features and News

83% of Advisory Accounting Professionals say Tracking Down Documents...

Draper, Utah - December 7, 2022

12/07/22 LEARN MORE

Tax Preparation and Planning

How to Renew Your PTIN in 15 Minutes

If you are one of more than 759,000 federal tax return preparers in the US, your Preparer Tax Identification Number (PTIN) will expire December 31. It must be renewed before you...

12/05/22 LEARN MORE

Practice Management

Accounting Software vs. Practice Management Software

Are you looking for accounting software or practice management software? Or, are you still not sure? Well, we can help! There’s actually a big difference between a practice...

12/02/22 LEARN MORE

Product Updates

2022 Organizer

What's new: Not only do you have an organizer that reflects the changes for the tax year, but we also have some major improvements to the organizer itself! Including the addition...

11/30/22 LEARN MORE

on demand

Webinars

A Closer Look: Time & Billing

Come get a closer look into the Canopy's Time & Billing module. See how this module can help your firm track your time, collect payments from your...

11/29/22 LEARN MORE

Blogs

Required Minimum Distributions

It’s no secret that the U.S. population is getting older. Today, there are more than 54 million adults aged 65 and older, but by 2030, that number is expected to rise to 74...

11/28/22 LEARN MORE

CPE

5 CPE Courses To Be Grateful For

Are you a CPA who needs to earn those mandatory CPE credits? We’re sharing 5 great course options that you’ll be grateful for while earning your CPE credits for the year. Every...

11/23/22 LEARN MORE

Case Studies

Angie Lucas: Client Success through Canopy

Angie Lucas, a self-made author, experiences seemless communication with her CPA due to Canopy's client portal.

11/21/22 LEARN MORE

on demand

Webinars

Time Well Spent: The Easy Guide to Implementing Practice Management

Learn from expert, Dawn Brolin in this webinar as she demonstrates how her tax and accounting practice is implementing Canopy and how she has...

11/17/22 LEARN MORE

CPE

Earn Free CPE and CE Credits Quickly and Easily

Don’t look now, but the end of the year is almost here. Parties, family get-togethers, ski vacations no doubt. Oh, and don’t forget about reaching your yearly CPE and CE credits...

11/17/22 LEARN MORE

Case Studies

Shreeve Landry CPA: Experiencing Growth through Challenge

A Utah-based CPA firm has experienced growth, even through challenging times, due to Canopy's suite of software.

11/16/22 LEARN MORE

Practice Management

The Importance of Client Management Software for Accounting Firms

Canopy recently commissioned an independent research firm to survey 150 US-based accountants.

11/15/22 LEARN MORE

Document Management

Identifying and Solving Your Document Management Pain Points

It’s crazy to think 58% of accountants say they have accidentally shared the wrong file with a client due to poor communication and storage issues.* The right software empowers...

11/11/22 LEARN MORE

on demand

Webinars

Canopy Summit 2022

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

11/10/22 LEARN MORE