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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...

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 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...

What Clients Expect from Their Accountant 2020 Report

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...

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...

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...

Tax Resolution Pricing Report 2020

How to Price Your Tax Resolution Services

How much should you charge for tax resolution services? It’s a difficult question to answer. After all, many tax professionals don’t advertise their fees, and even when you do...

9 Best Practices for Building Client Relationships in an Accounting...

Building strong client relationships in your accounting firm is one of the most important things you can do to have a successful business. Happy clients who keep coming back for...

How to Streamline Your Time and Billing Process Using Canopy

Getting paid for the work you do is one of the most important steps in running a successful accounting firm (if not the most important), but it can also be one of the most...

How Tax Firms Are Pricing Their Tax Preparation Services in 2020

If you're a savvy business owner, you've probably wondered if you're charging the right amount for your tax preparation services. There is a lot to consider when determining what...

Tax Prep Pricing Guide 2020

Canopy Releases New Updates and Features Across Its Product Suite

June 10, 2020 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, today announced a significant number of new...

Top 10 Accounting Influencers to Follow on Social Media in 2020

Social media can be difficult to keep up with. Thousands of people are sharing posts, articles, and photos that compete for your attention daily. Even if you want to stay up to...