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Workflows Now Include Bulk Date Changes and Total Time Spent

What's New Smarter workflows start here—because accounting teams deserve a platform that keeps up with them. Check out what’s new to Workflow:

Getting Clients Excited to Sign Their Engagement Letter

If reminding clients to sign their engagement letter makes you feel like a dentist scheduling root canals, it may be time to rethink how you are selling the task.

Must-Know Accounting Tech Trends with John Higgins

In this episode of Canopy Practice Success, KC hosts John Higgins, a seasoned CPA, to discuss the critical role of technology in modern CPA practices. Higgins, who has spent his...

The Power of Client Feedback in Accounting: Driving Excellence and...

Future-focused accountants are always assessing the health of their firm. Outside metrics, employee satisfaction, or your own work-life balance, there is an easy, albeit not...

New in Canopy: Bulk Engagements & Engagement Letter Introductions

What's New Enhance your client engagement and save time with new Client Engagement Platform capabilities. Now, you can efficiently send bulk engagement letters and add compelling...

Top 7 Client Portals for Accountants in 2025

Client portals for accountants are a crucial extension to your firm—one that can quickly elevate or detract from your reputation and your clients’ experience. Because you’re not...

Liz Scott's Free Monthly Bookkeeping Checklist for Accountants

Hey there, accounting leaders! I'm Liz Scott, an expert in accounting technology and workflow optimization. Let’s talk about something that might not sound thrilling at first but...

What's New in Time & Billing: March Product Releases

The 5 Biggest Surprises About Owning a CPA Firm

I love owning a CPA firm, but I’d be lying if I said everything about my world today is exactly as I expected it to be. Here are the 5 biggest surprises I’ve discovered (so far)...

20 Hilarious Memes That Will Make Any Accountant Laugh

Take a break from reconciling accounts and enjoy some relatable laughs. Let’s dive in and enjoy the funniest moments that only accountants will be able to truly appreciate....

Product Update: Custom Questionnaires

What's New? In January, we launched an open BETA of Questionnaires– the ability to create survey-like forms to collect information of any kind in any format you’d like. Within...

Streamling Deadlines and Deliverables: The Role of Accounting Project...

Accounting firms manage multiple complex client projects at the same time. The scope of work for every client involves unique variables and details to their work, but each project...

10 Influential Women in Accounting 2025

The accounting profession has long been shaped by trailblazers who challenge the status quo, drive innovation, and redefine what’s possible. In 2025, women continue to lead the...

Beyond the Busy Season: Building a Sustainable and Scalable...

Let Us Get the Conversation Started: Breaking the Cycle of Overwork Many accounting firms operate in survival mode during busy seasons, only to face unpredictable—and often...

Advisory Services Unlocked with Jason Stine

In this episode of the Canopy Practice Success Podcast, Jason Stine joins us with his knowledge as an experienced tax and accounting professional. We discuss Jason's background,...