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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eBooks

The Ultimate Guide to Accounting Practice Management Software

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Tax Preparation and Planning

An Introduction to Client Accounting Services

Offering client accounting services (CAS) has become increasingly common in the past few years. In fact, according to an Accounting Today survey, in 2019 the breakdown of...

10/27/20 LEARN MORE

Practice Management

How Clients Experience a Modern Accounting Firm

Implementing modern accounting practice management software makes a huge difference for accounting professionals. We’ve dedicated more than a few blog posts to how modern software...

10/22/20 LEARN MORE

Canopy Features and News

How Canopy Can Help You Manage Your Firm

Successful accounting firms have many things in common but one of the most important characteristics they share is effective management. Managing projects, documents, and your...

10/15/20 LEARN MORE

Practice Management

How to Gather and Manage Client Data More Efficiently

By Jason Schow, CPA, Canopy Product Manager

10/01/20 LEARN MORE

Press Room

Updates For Practice Management & Tax Resolution | Canopy

September 23, 2020 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, today announced new features and updates...

9/23/20 LEARN MORE

Canopy Features and News

Product Update September 2020

We’ve been busy enhancing our Practice Management and Tax Resolution suites to enable an even better Canopy experience for you and your team. We are excited to announce the...

9/22/20 LEARN MORE

Tax Resolution

How To Handle A Trust Fund Recovery Case In 6 Steps

9/09/20 LEARN MORE

Canopy Features and News

How Canopy Can Help You Manage Clients in Your Accounting Firm

Client management is one of the most important aspects of running an accounting firm, but it can also be one of the most difficult. After all, it can be time-consuming and it...

9/08/20 LEARN MORE

Press Room

Canopy Expands Board of Directors Bench

September 1, 2020 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, today announced the appointment of Brian...

9/01/20 LEARN MORE

Practice Management

9 Ways to Help Small Business Clients Be Financially Successful

As an accountant, you work with a variety of clients with different needs. One group of clients that can help you grow your business and expand your service offering is small...

8/21/20 LEARN MORE

eBooks

What Clients Expect from Their Accountant 2020 Report

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Press Room

Canopy Shares Insights on What Clients Expect from Their Accountant

August 20, 2020 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, today shared results from its survey on...

8/20/20 LEARN MORE

Practice Management

How to Fire A Client: A Guide For Who to Keep & Who to Let Go

Clients are what make it possible for you to run your tax and accounting business, and naturally, growing your book of business is a consistent goal each year. But sometimes it’s...

8/19/20 LEARN MORE

Canopy Features and News

Product Update August 2020

Strengthening your client relationships through improved communication tools is vital to any accounting firm. Our team has been hard at work to bring you updates aimed at...

8/03/20 LEARN MORE