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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Practice Management

4 Quick and Easy Ways to Gather Info From Your Clients

They keep you up at night and make your job 10x more difficult. And you probably know them by name. Ask any accountant and they likely could rattle off a list of clients they just...

12/08/21 LEARN MORE

Press Room

Accounting Practice Receives $35M Injection | Canopy

December 8, 2021 DRAPER, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, today announced its $35M Series BB, led...

12/08/21 LEARN MORE

Marketing Your Practice

2 Easy Ways to Attract Millennial Clients to Your Accounting Firm

As national demographics shift, earning the business of millennials is increasingly important. In order to earn their business, you have to help millennials trust your accounting...

12/06/21 LEARN MORE

Practice Management

5 Ways to Focus on Smart Growth

“If you are not growing, you are dying.”

11/30/21 LEARN MORE

Industry News

The Best Black Friday Deals For Accountants in 2021

It’s almost time to stuff our faces with delicious food with family and friends this Thanksgiving...which means it’s also almost time to shop for some major sales! We all know the...

11/24/21 LEARN MORE

Canopy Features and News

Meet The Winner of Canopy's Innovation Award

We asked our customers to show us how they innovated their firms this year for a chance to compete for Canopy's 2021 Innovation Award and they delivered. With nearly 100 entries,...

11/22/21 LEARN MORE

Industry News

2021 Congressional Laws Designed to Help Your Pocketbook

Until recently, the only tax-related law that was passed in 2021 was the American Rescue Plan Act, Public Law No: 117-2 on March 31, 2021. For a U.S. law, it was actually pretty...

11/18/21 LEARN MORE

Case Studies

OGC Associates PA: Put Your Clients’ Needs First and Increase Revenue

Based in Florida, OGC Associates PA specializes in accounting and tax preparation services with a focus on the Brazilian community in the area. They...

10/01/24 LEARN MORE

Marketing Your Practice

3 Ways Accountants Can Improve Their Facebook Page

Facebook is currently the most popular social media platform with about 2.91 billion monthly users. Creating a Facebook page for your accounting firm will lead to greater...

11/15/21 LEARN MORE

Canopy Features and News

Accounting Experts Discuss What’s Next for the Industry

Did you attend Canopy’s Innovation Summit?! We hope you enjoyed it as much as we did. But, if you didn’t attend, don’t worry! We are going to tell you exactly what you missed....

11/11/21 LEARN MORE

on demand

Webinars

Canopy Innovation Summit 2020

Hear from customers who have cracked the code and have significantly boosted revenue by focusing on the modernization of their businesses. Our...

11/01/20 LEARN MORE

on demand

Webinars

Canopy Innovation Summit 2021

Check out our amazing and educational Canopy Innovation Summit video for 2021! This year has been amazing for us, and we plan on continuing to grow...

11/15/21 LEARN MORE

Industry News

3 Ways You Can Celebrate National Accounting Day 2021

Did you know this week isn’t just any ordinary week? On Nov. 10, it’s actually a really special day...National Accounting Day! But, we think you deserve to celebrate the entire...

11/08/21 LEARN MORE

Canopy Features and News

Register Today for Canopy's 2021 Innovation Summit

The past year has been a whirlwind for accountants across the industry, leading to impressive innovation in the profession. Here at Canopy, we want to celebrate, highlight and...

11/03/21 LEARN MORE

Marketing Your Practice

How to Use LinkedIn Groups to Grow Your Accounting Practice

So you want to be a LinkedIn superstar. You’re committed to curating a professional profile, connecting with all the right people, and occasionally even publishing fantastic,...

11/01/21 LEARN MORE