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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Industry News

State Tax Deadlines 2022

For the first time in 2 years, the federal tax deadline is back in April! The IRS announced the tax deadline for 2022 is April 18. Accountants are ready to say goodbye to the...

3/03/22 LEARN MORE

Featured

How & Why You Should Celebrate Your Team On Employee Appreciation Day

A whopping 51% of employees are disengaged with their work, with 13% actively disengaged, according to recent research. Being actively disengaged at work means employees feel...

3/02/22 LEARN MORE

Industry News

A Complete Guide To Surviving The IRS Chaos in Tax Season 2022

My client received a deficiency notice from the IRS saying that they received 1099K that was not reported on their 2019 tax return. The IRS after 10 months received our prior year...

3/01/22 LEARN MORE

Featured

5 Must-Read Books For Accountants

For most accountants, January through April is the worst time of the year—the dreaded tax season is finally here and it can seem never-ending when you’re right in the middle of...

2/28/22 LEARN MORE

Product Updates

Add Profile Pictures To Your Internal Team Within Canopy

What's New: Say goodbye to faceless interactions within Canopy’s platform! Now, your internal team members have the option to add a profile picture to their account.

2/26/22 LEARN MORE

Industry News

Reconciling EIP3 and Advance Child Tax Credit Payments

The third economic impact payment, or EIP3, and advance child tax credit payments have added to the ever growing list of uncertainties when preparing 2021 tax returns. As filers...

2/23/22 LEARN MORE

Client Relationships

Why You Need Client Experience Processes

As service providers, accountants have always paid close attention to providing exceptional client service to their clients. While that’s still imperative, client service is not...

2/22/22 LEARN MORE

Product Updates

New Features on Canopy Mobile Apps Improve User Experience

What's new: As the usage of our mobile apps continues to grow, we have received valuable feedback (keep it coming) on how we can improve your experience using them. We believe it...

2/21/22 LEARN MORE

Featured

Wise Words About Money From Past U.S. Presidents

In honor of President’s Day coming up on Monday, we decided to delve into the financial advice offered by former leaders of the free world. Even though some of these men lived...

2/17/22 LEARN MORE

Product Updates

QBO bidirectional contact syncing helps reduce double entry

What's new: Canopy now offers bidirectional contact syncing with Quickbooks Online (QBO) through our robust QBO integration.

2/11/22 LEARN MORE

Practice Management

3 Things The Super Bowl Can Teach Us About Management

Most football-loving and commercial-loving Americans are getting ready to watch Super Bowl LVI this Sunday where the Los Angeles Rams and Cincinnati Bengals will face off in L.A....

2/10/22 LEARN MORE

on demand

Webinars

Ways Accountants Can Turn Challenges Into Opportunities in 2022

John Adams once said that, “every problem is an opportunity in disguise.” Come and join Andrew Berg, Jon Pryweller, Jason Schow and host Michelle...

2/09/22 LEARN MORE

Marketing Your Practice

4 Tips for Earning Better Online Reviews

In a world where decision-making processes often begin with a Google search, online reviews are undeniably impactful. According to a survey, as many as 88% of consumers say online...

2/08/22 LEARN MORE

Product Updates

Canopy Improves Security & Efficiency with Updated Folder Permissions

What's new: You now have the ability to create teams, group users, and manage folder permissions to control which team members can view and interact with specific folders. This is...

2/08/22 LEARN MORE

Product Updates

Send Bulk Requests With Action Capabilities

What's new: Users that have created drafts of client requests can now select multiple requests at a time and send them in a single bulk action. Previously, you had the ability to...

2/08/22 LEARN MORE