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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Practice Management

How Canopy Helps You Put Clients First

These days, keeping up with client expectations feels tougher than ever. Your clients want fast responses, smooth communication, and tech that actually makes their lives easier....

2/26/25 LEARN MORE

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Webinars

Why Prioritizing Wellness This Tax Season is a Game Changer

Hosted by:

2/24/25 LEARN MORE

Practice Management

Improving Work-Life Balance Firm-Wide During Busy Season

Traditionally, busy season in the accounting industry has been a time to cancel all personal plans, batten down the hatches, and grind through overtime until your family barely...

2/21/25 LEARN MORE

Client Relationships

12 Ways to Enhance Client Management Effectively & Efficiently

The key to success in any business is building lasting relationships with clients. However, managing relationships is complicated due to numerous human factors. People are still...

2/20/25 LEARN MORE

Blogs

Is Free Accounting CRM Software Worth It? A Thoughtful Exploration...

Client relationship management (CRM) software helps businesses across all industries manage client communications throughout the service lifecycle. Small-to-medium-sized...

2/20/25 LEARN MORE

Blogs

The Future of Hiring with Kristy Busija

Kristy Busija, CEO & Founder of Next Conversation Consulting, and host Nicole McMillan, SVP of People at Canopy, explore the evolving landscape of hiring and talent retention in...

2/19/25 LEARN MORE

Blogs

The Best CRM for Tax Firms

It’s important for the current accounting firm to be able to rely on a sophisticated platform that combines powerful automation, integrations, and synced communication methods so...

2/19/25 LEARN MORE

Practice Management

Accounting Automation in Practice Management: Revolutionize Your...

If the only technology an accountant needed was a calculator, improving efficiency would just come down to who can type the fastest (without messing up). But, like everything...

2/12/25 LEARN MORE

Client Relationships

Modernizing Workflow Efficiency with Canopy: Little, Shaneyfelt,...

Profile Little, Shaneyfelt, Marshall, & Co. (LSM), a trusted accounting firm based in Little Rock, Arkansas, has served clients since its inception in the 1980s. In 2022, Aaron...

2/12/25 LEARN MORE

Blogs

Top Features of Accounting Client Management Software

Managing client relationships and ensuring efficient workflows is essential for success. Accounting client management software is designed to meet these demands, offering tools...

2/07/25 LEARN MORE

Time/Billing

Bulk Invoice Printing Streamlines Time & Billing & Helps You Work...

What's new:

2/05/25 LEARN MORE

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