Content Hub

Hear from Industry Experts on Growing Client Advisory Services

Earlier this week, Canopy hosted a webinar in a partnership with Divvy sharing advice from experts about how to grow your firm by offering Client Accounting and Advisory Services,...

Share Your Document Disaster For a Chance to Win $100 Gift Card

📣 It's Giveaway Time! 📣 We just unveiled our new Advanced Document Management capabilities this week! Now with Canopy, you can manage all of your documents in our platform,...

Canopy Raises $11M in New Funding Round

June 29, 2021 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, announced it has received $11 million in new...

3 Strategies to Improve Client Follow-Up At Your Accounting Firm

An important piece of developing long-lasting relationships with clients is an effective checking-in method. There are different kinds of client follow-up for the different stages...

Canopy Announced as a G2 Leader!

Thanks to our amazing customers, we’ve been honored as a G2 Summer Leader. Please forgive us if we toot our own horn for a minute.

Webinar: Learn How To Grow Your Firm Through CAAS

Did you know that Client Accounting and Advisory Services (CAAS) are set to grow by 35% between now and 2025? Now is the time to learn how savvy firms are leveraging technology to...

5 Ways to Protect Your Clients Against Tax Identity Theft

Tax identity theft is a matter of grave concern for individuals and businesses alike. It robs people of their personal data, tax returns, and all the time and effort they put into...

Advising Clients on the Child Tax Credit

More than 36 million families will receive letters from the IRS in the coming weeks. But this time, it’s good news and you can ease your clients' worry when they call you freaking...

Ultimate Guide to Increasing ROI

5 Simple Ways to Look Professional on Video Calls

Virtual meetings are a necessity in the modern workplace and they can be a great way to stay in touch with your colleagues and clients who live in far-away places. Here are five...

June First Look: Here Are the New Features Offered on Canopy

Our product team hosted a June First Look webinar detailing the new features they’ve added to make our full suite of services even more robust. Take a look at what’s new and see...

Working in the Office? Going Hybrid? Staying Remote? What to Know

Tax season is finally over and now it’s time to focus on some things that might have gone unnoticed during the busy season — like the important decision on how to adapt your...