Content Hub

How to Approach Client Filing Delays

Occasionally, there is that client that won’t return your phone calls until after hours and will send in their paperwork last minute—or not at all. What do you do when you’re in...

4 Ways to De-stress During Tax Season

Although busy season is time consuming and all-around mentally demanding, that doesn’t mean your well-being should take a backseat to your workload. If anything, prioritizing your...

13 Productivity Tools Every Firm Should Be Using

Growing a successful accounting firm is lots of work. You may find your plate pretty full with finding clients, doing accounting work, invoicing, and many other tasks. That’s why...

The Secret to Employee Motivation

It’s no mystery engaged teams are more profitable. A study by Gallup found that highly engaged teams result in 21% greater profitability. But how do you get your employees to...

Canopy Delivers Updates to Practice Management Software for the 2021...

March 9, 2021 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, recently announced Work In Progress (WIP)...

The CPA's Guide to Earning and Managing CPE Credits

How to Take the Pain Out of Tax Season

You’re no stranger to the marathon that is tax season every year. With the long hours and increase of work, tax season can quickly become painful. While we can’t make it painless,...

How Valuable Is Time in Your Accounting Firm?

Time is one of your most valuable resources — if not the most valuable. The more effectively you use time, the more profitable and successful your accounting firm will be. To...

How to Have an Effective Virtual Meeting with Your Client

Last tax season came with many challenges across the accounting industry, one of which was more accountants navigating work from home than ever before. With the pandemic still...

Client Management Strategies for Accounting Firms

New Feature: Payments

Canopy is excited to now offer an in-house solution that helps accountants stay organized and seamlessly collect payments from clients. Along with simple, flat rates, you’ll get...

9 Steps for Effective Client Onboarding

Onboarding is the process of seeking the right clients, and it encompasses your efforts to bring clients into the firm. It is the method by which you begin to prepare your...

How Your Small Business Clients Should Prepare for Tax Season 2021

As you know, preparing tax returns for small business clients is a bigger task than preparing tax returns for individuals. There are more considerations and factors that have to...

How to Get the Most Out of Your Seasonal Staff This Tax Season

Every tax professional knows that tax season means long hours, lots of work, and diminished resources. Many tax practices hire seasonal staff to help them get through the busiest...

Year in Review: 2020 Product Roundup

For the Canopy team, 2020 was a year of focusing on enhancing our Practice Management features and improving overall user experience. We released a lot of product updates...