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

Draper, Utah - December 7, 2022

12/07/22 LEARN MORE
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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
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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
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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
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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
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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
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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
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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
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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

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