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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eBooks

How Document Management Software Solves Headaches for Accounting Firms

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Practice Management

How to Get Free Transcripts Online

Are you an accountant who used to be able to pull transcripts for your clients using a third-party software, then sometime last year, that service stopped working—and now you have...

10/14/22 LEARN MORE

Marketing Your Practice

10 Things Accountants Should Know About Marketing

Marketing is instrumental to your success whether you want to do it or not. Think about it, you are not compensated for marketing. You don’t get to bill your marketing time to...

10/10/22 LEARN MORE

White Papers

What You Need From Your Practice Management Software

10/04/22 LEARN MORE

Product Updates

Enjoy Working on Documents More with New File Previewer Enhancements

What's new: For Canopy users with a Document Management module license, working on PDF files is going to get a lot better. We’ve implemented a number of enhancements that will...

9/27/22 LEARN MORE

Checklists

The Ultimate Practice Management Security Checklist

9/26/22 LEARN MORE

Product Updates

Product Update: Mobile Document Interaction Enhancements

9/21/22 LEARN MORE

on demand

Webinars

A Closer Look: Workflow Automation

Come get a closer look into Canopy’s Workflow automation with Malcolm Felt & Jonathan Timothy. Explore how Canopy can help your firm increase...

9/20/22 LEARN MORE

eBooks

Where Firms Go Wrong With Practice Management Software

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Document Management

Finding the Best Document Management System for Your Accounting Firm

If you want to grow your accounting business, win new customers, and continue to provide an amazing service then having a talented team by itself might not be enough. You’re going...

9/14/22 LEARN MORE

Practice Management

Practice Management: The Employee Relationship Way

Practice management is all about finding the most efficient ways to optimize and achieve your business goals. Effective practice management is the foundation of your accounting...

9/08/22 LEARN MORE

on demand

Webinars

The Ultimate Practice Management Checklist: A Step-by-Step Guide to...

You know you need a better way to manage your accounting firm from client onboarding through each step of your client engagements to transparent...

9/07/22 LEARN MORE

Practice Management

How to Level Up Your Accounting Firm in 8 Easy Steps

You’ve got the employees, skills, and clients in place to run a great accounting practice. But even the best team fails to operate at its fullest potential if the right systems...

9/07/22 LEARN MORE

Product Updates

Get eSignatures Faster with Canopy Secure Links

What's new: You’ll be thrilled to know that Canopy users with a license to the Document Management module can now share an eSignature request to users with or without a client...

9/07/22 LEARN MORE

Document Management

What are the Benefits of a Document Management System for Accountants?

A sharp, well-organized document management system benefits your accounting firm in important ways. An upgraded, industry-leading document management system will bring 3 massive...

9/01/22 LEARN MORE