Content Hub

Your all-in-one practice management hub for blogs, ebooks, webinars and Canopy case studies.

Rusty Fullings Journey - From Burnout to Balance

Rusty Fulling offers valuable advice for fostering connection and success in a remote work environment.

10 Tips to a Successful Year-End Closing

Wrap up year-end confidently in QuickBooks Online! These 10 tips help you close books smoothly, manage accounts, and prepare accurate financial reports.

4 min read LEARN MORE

2024 Product Release Review

Review the 2024 product updates, including new features like client grouping, QBO Payments integration, eSign templates, and workflow automation.

6 min read LEARN MORE

The Guide to 2025 Tax Season - Business Updates

Identify and comprehend the latest updates and changes in tax laws for the upcoming 2025 tax year.

14 min read LEARN MORE

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Blogs

Joe Woodard on Transforming Accounting with AI and Outsourcing

In this episode of Canopy Practice Success, Joe Woodard discusses the ongoing staffing crisis in the accounting profession. He highlights the role of AI and outsourcing in...

2/05/25 LEARN MORE

Blogs

Accountants Guide to Integrating a CRM

Client relationship management (CRM) software helps companies across different industries manage their client connections and communication, enabling businesses to provide the...

2/03/25 LEARN MORE

Practice Management

How Shreeve Landry CPAs Thrives with Canopy: Insights from Travis...

At Shreeve Landry CPAs, success isn't just about numbers—it's about relationships, communication, and efficiency. During a recent conversation with Liz Scott, Travis Landry, CPA,...

2/03/25 LEARN MORE

Client Relationships

New Accounting Client Checklist

Onboarding your new accounting client is more than just a process—it’s your chance to make a strong first impression and lay the groundwork for a lasting partnership. By using...

1/30/25 LEARN MORE

Template Setups

Accelerate & Streamline Engagement Creation with Templates

Practitioners with permission can create engagement templates and then use them to quickly and repeatedly create new engagements for any clients. Like any engagement, a template...

1/28/25 LEARN MORE

Practice Management

Why the Human Element is Your Biggest Asset as a Business Advisor

Looking for a way to give your firm a competitive advantage over the hundreds of thousands of licensed CPAs, experienced EAs, and talented business advisors in the U.S.?

1/27/25 LEARN MORE

Practice Management

100% of Business Owners Exit – Here’s How to Best Prepare for Yours

Nobody goes into business just to file an extra tax return — not even accountants! They’re just not that much fun.

1/23/25 LEARN MORE

Blogs

From App Overload to Efficiency with Brittany Malidore

In a recent conversation between Brittany Malidore, co-founder and managing partner of Ledgerly Consulting, and Accounting Technology, Liz Scott, Brittany shared her firm’s...

1/21/25 LEARN MORE

Blogs

A Definitive Beginning and End Period of Time for Your Engagements

In this installment on making our client agreements stronger, we want to discuss why we begin and end our agreements on specific dates. Many firm owners don’t even worry about...

1/20/25 LEARN MORE

Blogs

10 Tips to a Successful Year-End Closing

Year-end is here, but closing the books doesn’t have to feel overwhelming! With a solid plan, you can confidently wrap up your clients’ books in QuickBooks Online. These 10 tips...

1/17/25 LEARN MORE

Product Updates

Multi-Factor Authentication Now Available in Canopy Mobile Apps

Canopy added an extra and important layer of iOS and Android mobile security to protect you and your on-the-go clients’ data. It’s called multi-factor authentication (also known...

1/16/25 LEARN MORE

Blogs

Dr. Jackie Meyer Redefines Success in Accounting

In this episode, we sit down with Dr. Jackie Meyer, CPA, entrepreneur, and author of The Balance Sheet of Life Formula. Jackie shares her journey as she goes from a traditional...

1/08/25 LEARN MORE

Product Updates

2024 Product Release Review

In SaaS, things move fast! We like to review what we've added to the product over the last year because we know life is busy, and you're heads-down in important work. This post is...

1/07/25 LEARN MORE

on demand

Webinars

The Guide to 2025 Tax Season - Business Updates

Speaker: Tanya Baber Date: January 14th, 2025 Time: 1 PM EST

1/14/25 LEARN MORE

Blogs

The Ultimate 1099 Checklist Template Every Accountant Needs

Don’t miss a step when it comes to handling 1099s! This Ultimate 1099 Checklist Canopy Template saves the day, making the process smoother, faster, and more organized than ever....

12/20/24 LEARN MORE