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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Practice Management

How to Keep Your Clients' Data Secure

In today’s work landscape, security is—or at least should be—a big deal for everyone. In the accounting world, security is especially important, considering accountants are the...

8/31/22 LEARN MORE

Product Updates

Seamlessly Link Time Entries to Any Invoice

What's new: We’re pleased to share that recording time on invoices is now more flexible and easier to manage. Users with a license to the Time & Billing module can now associate...

8/31/22 LEARN MORE

Workflow

Save More Time with Canopy’s Automated Workflow Templates

What's new: Recently we released the ability to automate tasks, subtasks, and client requests as subtasks within the Canopy Workflow module. We’re excited to share that you can...

8/26/22 LEARN MORE

Practice Management

How Accountants Can Leverage Accounting Practice Management Software

How can accountants leverage practice management software to be more efficient? Three things. One, they can learn what accounting practice management software is and what it’s...

8/25/22 LEARN MORE

Practice Management

Integrations Your Accounting Practice Management Software Needs

The right software integrations can cut costs, increase productivity, and expand seamless communication across your accounting firm. Looking for the right practice management...

8/23/22 LEARN MORE

CPE

Prizes and Awards: Looking the Gift Horse in the Mouth

Is it a gift, a prize, or an award? That’s the question! The IRS would like the taxpayer to receive a prize or an award because that’s taxable income. The taxpayer, on the other...

8/22/22 LEARN MORE

Product Updates

Get More with Canopy’s QuickBooks Online Integration Enhancements

What's new: With Canopy, you can now sync more valuable fields and information from QuickBooks Online (QBO):

8/18/22 LEARN MORE

CPE

§529 Plans, American Opportunity, & Lifetime Learning Credits

We all know that paying for higher education is a huge drain on any family’s resources. Happily, the tax code provides a wide variety of ways to help families pay for that higher...

8/18/22 LEARN MORE

Easily Switch Between Canopy Accounts Across All Modules

What's new: Canopy now supports multi tenant users. A tenant is an instance or account that is separate from another. For example, if a client has both a tax accountant and a...

8/17/22 LEARN MORE

Practice Management

Why Accountants Should Be Using the Cloud

Cloud computing is the process of delivering hosted services using the internet. In a short time, cloud computing has emerged as an efficient and advanced way to boost the success...

8/15/22 LEARN MORE

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Webinars

How a CAS Model Will Sustain Accounting Firm Profit Through Economic...

Partners in accounting firms are working harder and more than ever sacrificing the quality of life while not being rewarded for the value they...

8/09/22 LEARN MORE

Marketing Your Practice

Why Your Accounting Firm Needs a Blog and How To Get Started

Content marketing is a tool that can help increase traffic to your website, build trust with your audience and boost SEO rankings. Let’s take a look at how these things can be...

8/09/22 LEARN MORE

Workflow

3 Genius Reasons to Automate Your Accounting Workflow

Accounting workflow software is an investment, and before going all in, you’d probably like to know what the return will be. The vague, non-technical, CliffsNotes answer to that...

8/02/22 LEARN MORE

Industry News

Your Favorite Accountants in Pop Culture

Have you ever wondered how the rest of the world views your job? Entertainment can sometimes give us a peek through that window. Usually, when we want to plug into TV or movies,...

7/27/22 LEARN MORE

Product Updates

Save Time with Canopy Invoice Reminders

What's new: We’re excited to share that Canopy users—with a Time & Billing license—now have access to set up invoice reminders to send to their clients. No more manually following...

7/26/22 LEARN MORE