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

Get Our Latest Updates & News by Subscribing.

FIND US ON

Practice Management

Why You Need a Growth Strategy

Should you join ABC organization? How about purchase an ad in XYZ publication? Or set up a table at the upcoming 123 event? If you find yourself contemplating these types of...

6/07/21 LEARN MORE

Canopy Features and News

Webinar: Be the First to Know About Canopy’s New Features

Join us on Tuesday, June 8 and stay up to date on the latest services Canopy has to offer you at our First Look Webinar. We’ll discuss our recent updates, like the new...

6/03/21 LEARN MORE

Marketing Your Practice

5 Tips for Understanding Your Customers Better

While attracting new customers is always a major goal for any small business, it’s just as important to learn how to keep those customers. One of the best ways to do this – and in...

6/02/21 LEARN MORE

Marketing Your Practice

Identify the Right Clients for Your Niche Accounting Firm

When your firm is ready to grow and increase your clientele, it's important to remember that not every prospective client is well suited for your firm. Take a step back and...

6/01/21 LEARN MORE

Practice Management

This Week's Webinar Wrap-up

On Tuesday, May 25 Canopy hosted a webinar featuring Jason Blumer, CPA about his Client Management Strategies for Accounting Firms. Jason has over two decades of experience in...

5/27/21 LEARN MORE

on demand

Webinars

Client Management Strategies for Accounting Firms

Successful firms don't take chances with their client interactions—rather, they are methodical in their approach to client management. In this...

5/25/21 LEARN MORE

Canopy Features and News

New IRS Transcripts API Integration

We all know how critical security has become. It’s super important to our clients and just as important to the health of our firms. Nothing can be more devastating than finding...

5/25/21 LEARN MORE

Press Room

Canopy Collaborates With IRS On API Integration | Canopy

May 24, 2021 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, announced that it has been part of an...

5/24/21 LEARN MORE

Practice Management

Flexing Your Soft Skills

As an accounting subject matter expert, you already know that technology adoption is an industry standard nowadays. Coupled with the right software, the valuable set of niche...

5/21/21 LEARN MORE

Blogs

Congratulations: You’ve Unlocked an Achievement!

Welcome to the Post Pandemic Tax Slashing Virtual World Warrior level. It's over! You made it to the end. (Aside from Iowa, Louisiana, Maryland, Oklahoma and Texas CPAs — we’re...

5/18/21 LEARN MORE

Blogs

Time to Take Off: Post Tax Season Trip Ideas

We’re in the last stretch. The finish line is in sight. And the weather is starting to warm up. Have you thought about how you’re going to take time off after tax season? What...

5/13/21 LEARN MORE

Marketing Your Practice

Scaling Up Your Accounting Microservices

While most CPA firms typically offer tax, bookkeeping, and review services, according to a 2020 Deloitte survey coupled micro-services are disrupting the classic financial vendor...

5/12/21 LEARN MORE

Practice Management

Common Time Traps Across Accounting Firms

A modern workplace calls for evolving technology and updated methodologies. If your firm is still bogged down with dated processes because they worked in the past, it’s time to...

5/06/21 LEARN MORE

on demand

Webinars

Is Your Firm Ready for More IRS Notices?

Tax compliance and enforcement is changing as the IRS cuts budgets and rolls out more automation. This means an increase in automated notices for...

5/04/21 LEARN MORE

Industry News

What you need to know about IRS updates for Enrolled Agents

This year has brought a handful of changes to both the enrolled agent (EA) exam and continuing education (CE). Just so you can know what to expect, let’s take a closer look at...

4/27/21 LEARN MORE