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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Featured

7 Funny Memes To Help Accountants Laugh Through Their Week

It's never easy coming back from the holiday break in December and facing work, cold weather and the impending doom of the approaching tax season. To help you combat the...

1/10/22 LEARN MORE

Practice Management

10 Hacks to a Become a Membership-Based Subscription Business in 2022

Now that it’s 2022, it’s time to put our money where our mouths were at when we were all coming up with New Year’s Resolutions…What better way to start bettering your accounting...

1/06/22 LEARN MORE

Product Updates

Canopy Releases New Enhancements to Global Inbox

Add Labels & Folders to Global Inbox: What’s new: Canopy’s Global Inbox already brought all of your email into Canopy, meaning you didn’t have to jump between Canopy and your...

1/04/22 LEARN MORE

Product Updates

Major Mobile Enhancements Available to Canopy Users

Mobile enhancements What’s new: A key feature of the Canopy platform is the ability for accounting firms to access it via phone or tablet. The latest version of our practitioner...

1/04/22 LEARN MORE

Product Updates

Canopy Adds Mac Support to Desktop Assistant

Mac Support for Desktop Assistant What’s new: Canopy has had a popular desktop assistant for Windows users for some time. Now we’ve added Mac support as well!

1/04/22 LEARN MORE

Industry News

2022 IRS Tax Deadline on April 18

2022 IRS Tax Deadline On April 18, 2022 In 2022, the IRS tax deadline will feel a little bit more familiar than the last few years. Yep, that’s right—it’s back in April! But, it...

1/04/22 LEARN MORE

Product Updates

Compare Transcript Versions Easily Through Canopy

Compare transcript versions What’s new: Canopy’s award-winning transcript tool has helped make life easier for accountants by saving all transcripts into one place, and helping...

1/04/22 LEARN MORE

CPE

How to Manage Your CPE and CE Credits

To renew your Enrolled Agent (EA) credentials with the IRS or to meet the CPE requirements for CPA licensure renewal in your state, you must acquire enough approved continuing...

1/03/22 LEARN MORE

Canopy Features and News

Year In Review: 5 Key Canopy Product Updates in 2021

I think we can all agree that 2021 was a pretty crazy year. This is especially true for accountants with that seemingly never-ending tax season (has it ended since 2019??). But...

12/30/21 LEARN MORE

Practice Management

What Is KBA and Why Does Your Firm Need to Use It?

With the rise of modern technology, more businesses than ever are working with clients online instead of face to face. Tax accountants are not alone in their desire to offer their...

12/29/21 LEARN MORE

Featured

3 Tips To Better Work with Clients in Other Time Zones

As an accountant in the modern age, you’re probably working with a lot of clients from all over the world thanks to technology that allows you to work remotely. It can be quite a...

12/28/21 LEARN MORE

Canopy Features and News

Watch: Happy Holidays from Canopy

It's been a long year for all of us—especially accountants. That's why everyone here at Canopy wanted to wish you a very happy holidays and share our seasonal cheer through a...

12/23/21 LEARN MORE

on demand

Webinars

5 Simple Ways to Reduce Tax Season Insanity

Want to know ways on how to reduce stress when it comes to tax season madness? Join host's Shannon Vincent and Colin Dunn on helpful tips and tricks...

12/15/21 LEARN MORE

Featured

Are You A Scrooge? 4 Tips To Avoid a Bah-Humbug Attitude at Work

With the holiday season here, you might find yourself watching your favorite seasonal movies, cozying up with a cup of hot chocolate and spending time with loved ones. Or, maybe...

12/13/21 LEARN MORE

Tax Preparation and Planning

Webinar: 5 Simple Shifts to Ease Tax Season Insanity

Do you find yourself dreading the upcoming tax season? Do you often work long and tireless hours during those seemingly never-ending months? If you answered yes to one or both of...

12/09/21 LEARN MORE