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A Holistic Approach to Diversity

Diversity and inclusion (D&I) efforts in many organizations are starting to lose momentum. The reasons vary widely—from narrowly defined strategies, unclear goals, or emphasizing...

Simplify File Management With Canopy’s Virtual Drive

What's new: Canopy users with a Document Management license will now have access to download the Canopy Virtual Drive powered by ODrive. This new feature will give users access to...

What Automation Can Do For Your Accounting Firm

Across all industries, businesses will run into necessary yet time-consuming repetitive tasks. The same is true for those in the accounting industry. So, what can you do to ease...

Canopy Enhances Accounting Practice Management Suite with New...

Draper, Utah — Canopy, the leading cloud-based practice management platform for accounting professionals, today announced the availability of new automation enhancements to its...

Workflow Automation Now Available For Tasks & Subtasks

What's new: With Canopy’s Workflow module, you can now save time and reduce the mental load that goes into your work by automating specific rules related to your tasks and...

6 Ways Accounting Firms Can Successfully Retain Clients

For any business looking to grow, finding new customers and retaining existing ones is the lifeblood of their business, and accounting firms are no different.

How to Survive a Tax Audit

You can survive an IRS tax audit. While you may feel shocked or overwhelmed because you didn't see this coming, the big thing is that you never want to ignore IRS audit notices....

Account for Multiple Rates Per User with Canopy

What's new: Firms now have the ability to assign multiple rates to an invoice based on who in the firm performed the work and what kind of work was accomplished. For instance,...

How Better Workflow Can Be Your Firm's Secret Weapon

Elements of an Effective Accounting Workflow Management System

Is your accounting firm intentional about process and workflow? If the answer is no, it’s only a matter of time until processes start breaking down. Without a well-defined...

IRS releases new tax brackets for 2022

On Wednesday, the IRS announced the new and higher federal income tax brackets for 2022 to account for inflation.

Processing Retainer Payments Within Canopy is Seamless

What’s new: An update to Canopy’s Time & Billing Module allows users the option to process payments that are not associated with an invoice, which would allow practitioners to...

Make More of Your Commute With These 10 Podcasts

One of the most productive things accountants can do during their morning commute is expand their knowledge by listening to industry-related podcasts. No matter what area of...

13 Accounting Influencers You Might Not Be Following

These days, social media is a necessity in today's business world. It's a place to make connections, network and keep a pulse on your industry. Search algorithms have become more...