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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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

Tax Resolution

Inflation Reduction Act of 2022 - What Tax Pros Need to Know

Let’s address the elephant in this Act. The IRS is getting $80 billion dollars. This is designed to cover the cost of hiring an additional 87,000 IRS employees and improving...

11/08/22 LEARN MORE

Product Updates

Do More With Canopy’s Updated Letter Generator [New Updates]

What's New: Based on your feedback and our efforts to increase efficiency at your practice, we’ve made it easier to access the letter generator within the Canopy app and we’ve...

11/08/22 LEARN MORE

Checklists

Choose the Right Document Management System for Your Firm

11/04/22 LEARN MORE

Canopy Features and News

Canopy Announces Annual Summit for Accounting Professionals on...

Draper, Utah - October 26, 2022

11/03/22 LEARN MORE

Product Updates

Mobile Enhancements in Canopy

What's new: You need flexibility. Accessing Canopy on your mobile device makes it easier for you to take care of quick tasks like starting a timer and resending eSign requests....

11/02/22 LEARN MORE

Document Management

Document Management Best Practices Accountants Should Follow

Your document management system is a big part of your accounting firm’s success. At least you hope that it is. It could also be the weak spot that prevents your firm from growing....

11/01/22 LEARN MORE

Featured

Common Accounting Mistakes New Business Owners Make

Starting a new business is a pretty exciting time for any new business owner. The idea that they are beginning something great empowers them to work their hardest and do their...

10/31/22 LEARN MORE

Practice Management

Canopy Wins G2’s Fall Implementation Award

Get your drum rolls out and start drumming: Canopy’s Practice Management software for accounting firms just won a G2 Fall 2022 badge for Most Implementable! If you’re wondering...

10/28/22 LEARN MORE