Content Hub

Join Canopy at The First AccountingWEB Live Summit

The final countdown is on! Next week is the historic AccountingWEB Live Summit and Canopy is proud to be a sponsor of this event in San Diego, CA. Will you be there? It’s an event...

Preparing IRS Schedule-C for Business: What You Need to Know

Schedule C, Profit or Loss From Business (Sole Proprietorship) is one of those tax forms that looks simple, but is baited with many traps for the unprepared tax professional.

Canopy Wins 5 Accounting Practice Management Software G2 Awards

Loved by our customers. And loved by our customers’ customers. Canopy is building a better (and always improving) accounting practice management software platform for the...

How to Attract Talent in The Great Resignation

The “Great Resignation.” We’ve heard a lot about it over the past 12 months or so, but data from the U.S. Bureau of Labor Statistics reveals that the average quit rate has...

Infographic: Clients Want Accountants Who Use the Latest Technology

Easily Create and Send Multiple Client Requests at Once in Canopy

What's new: Communicating with your clients by sending client requests is likely a large part of your firm’s daily work. You’ll be pleased to hear that we’ve improved this...

Client Onboarding: 6 Steps to Happier Clients and Lower Attrition Rate

You did it! You finally landed that much-anticipated client. The big one or the first one or just another one. So it’s time to get to work, right?

Ultimate Guide to CAS for Modern Accountants

How to Fill Out Schedule C IRS Form

Does it seem lately like every single client has some sort of side hustle requiring the filing of a Schedule C, Profit or Loss From Business? You’re not alone. More and more,...

3 Skills CAS Accountants Need to Succeed

Transforming your firm’s focus to CAS, or advisory work, for clients is no small feat—you must be committed to changing how your organization runs and be ready to say goodbye to...

5 Ways to Stay Motivated During the Busy Season

Tax season is almost over, which means the heavy work loads are here. This time of the year is no walk in the park and can feel never ending. The motivation to finish strong might...

Show Your Staff Love During Busy Season and Beyond

Positive employee engagement is one of the most representative factors of an organization’s success. High levels of engagement boosts job performance because employees feel...

Do not post (test)

Testing the link breaking issue. word words words words words words testing testing testing test. Testing the link breaking issue. Testing the link breaking issue. Testing the...

The Ultimate Tech Stack For CAS Firms

We’ve talked about what CAS is, if you should implement it at your accounting firm and how to start offering CAS—now, it’s time to look a little deeper into CAS and figure out...

Most Accurate CSED Calculations Report Will Make Your Life Easier

What's new: Canopy has updated its Collection Statute Expiration Date (CSED) Calculations and Tolling Events reports in an effort to make your work life easier and save you time.