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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Tax Preparation and Planning

3 Tax Issues to Consider for High-Income Earners

When it comes to paying income tax, the higher the income, the higher the tax. That’s why these high-income earners have several things to consider as they prepare their returns....

4/04/22 LEARN MORE

Industry News

How To Spend Time Wisely While On Hold With The IRS

By now, you’ve heard about how an historically underfunded IRS expected a rough tax season and only has one person for every 16,000 calls they get.😱 “Our individual phone...

3/31/22 LEARN MORE

Client Relationships

How to Effectively Seek Feedback Through Client Reviews

Most accountants are great at what they do. An article from WallStreetMojo states that CPAs “are adept at handling complex financial dealings through prompt human interaction.”...

3/29/22 LEARN MORE

Featured

4 Ways to Take the Stress Out of Tax Season

Taking the stress out of tax season comes down to having a good plan and efficient tools. Coming up with the right plan and tools might cause more stress. So, we have made it easy...

3/28/22 LEARN MORE

Featured

The Perfect Music To Get You Through Tax Season

We are in the heart of tax season and it can feel like a never-ending time of year. Music may be just what you need to help boost your mood during tax season. In fact, research...

3/24/22 LEARN MORE

Practice Management

Should Your Accounting Firm Offer CAS?

If you’ve been paying attention to the accounting industry for the last several years, you’ve probably picked up on a trend many firms are starting to adopt: CAS, or Client...

3/23/22 LEARN MORE

Featured

You've Heard About Wordle, But What About Mathle?

By now, you’ve likely heard of the popular word game that went viral at the beginning of the year, “Wordle.” The online game has now been purchased by the New York Times and...

3/21/22 LEARN MORE

Workflow

Keys to Optimizing Workflow

The key to success for any accounting practice is optimizing your accounting firm’s workflow. When it comes to creating a successful accounting or CPA firm, even the smallest...

3/18/22 LEARN MORE

Practice Management

5 Steps To Start Offering CAS

Client Accounting Services, or CAS firms, can offer greater value to their clients, earn more revenue, and enjoy a better work life. For some in the industry, you might already be...

3/17/22 LEARN MORE

Workflow

Benefits of Workflow Management for Accountants

At this point, you may have heard about accounting accounting workflow software, but you may be asking yourself - "Do I really need it?" Then, with so many productivity solutions...

3/16/22 LEARN MORE

Case Studies

Whitewater Group: Working Remotely is Easy With Cloud Software

Jon Pryweller of Whitewater Group knows that remote work is crucial in today's work landscape. Whitewater Group was a runner-up in Canopy’s 2021 Innovation Summit contest. Learn...

3/14/22 LEARN MORE

Case Studies

Berg Advisors: Enjoy a Paperless Accounting Firm With The Right...

Andrew Berg, CEO of Berg Advisors, was able to innovate his firm through Canopy. Berg Advisors was a runner-up in Canopy’s 2021 Innovation Summit contest. Learn more about their...

3/14/22 LEARN MORE

Featured

Celebrate Pi Day 2022: What’s Your Favorite Pie?

For all you number-loving accountants out there, today is a special day for you—it’s Pi Day! Yep, pi. As in, 3.14, which is March 14, or 3/14 (get it?) Did you know the symbol for...

3/14/22 LEARN MORE

Client Relationships

Top 3 Must-Haves For Accounting Customer Experience

Customer experience is crucial at your accounting firm. Not only will an amazing experience make clients happy, but it means gaining more clients in the long run. That's because,...

3/09/22 LEARN MORE

Product Updates

Product Feedback: We Want To Hear From You!

What's New: Canopy values and actively seeks out product feedback. Because it’s so important to us, we recently decided to overhaul how it works so it’s easier for Canopy users to...

3/09/22 LEARN MORE