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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Tax Preparation and Planning

What You Need to Know About the 199A Pass-Through Deduction

One of the big changes for last tax season was the implementation of the 199A deduction, also known as the pass-through deduction. This provision is designed to help alleviate the...

1/18/19 LEARN MORE

Canopy Features and News

Canopy Expands into New HQ, Plans to Double Workforce

Lehi, UT – January 17, 2019 - Canopy, the leading cloud-based practice management platform for tax and accounting professionals, today announced the opening of its new...

1/17/19 LEARN MORE

Press Room

Canopy Expands Into New HQ, Plans to Double Workforce

January 17, 2019 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for tax and accounting professionals, today announced the opening of its...

1/17/19 LEARN MORE

Canopy Features and News

Canopy Product Highlight: December 2018

We released some great new features in December, including the new Transcripts Chrome extension, A/R reporting updates, and billing dashboard updates. Watch the video below to get...

1/03/19 LEARN MORE

Practice Management

4 Tips for More Effective Training

If you’re going to take valuable time out of your workday to train your staff, you want to make sure that training is worth the time and effort. You have skills and knowledge you...

12/28/18 LEARN MORE

Canopy Features and News

New Feature: Canopy Transcripts Chrome Extension

Canopy continuously looks for ways improve the workflow and efficiency of your tax practice. This is even more apparent with the recent release of a new Transcripts Google Chrome...

12/20/18 LEARN MORE

Industry News

The Tax Cuts and Jobs Act Year in Review

A lot happened this year in the world of tax. With the passing of tax reform at the end of 2017, 2018 was filled with the IRS issuing guidance, economists offering projections,...

12/19/18 LEARN MORE

Tax Resolution

Step by Step Offer in Compromise Checklist

We’ve intentionally avoided cluttering this checklist with in-depth instructions, but there’s more to this checklist than meets the eye. In addition to giving you a convenient...

12/12/18 LEARN MORE

Canopy Features and News

Feature Update: Latest Billing Enhancements

In recent months, we've implemented many new features into Canopy's invoicing and payments function. We are now excited to announce the latest updates, namely recurring invoices,...

12/11/18 LEARN MORE

Marketing Your Practice

How to Build the Perfect Buyer Persona Based on Your Ideal Client

Becoming a successful accounting firm depends on how well you know your clients and how your business can help solve their problems. If you don’t know your client type well, you...

12/07/18 LEARN MORE

Canopy Features and News

Canopy Product Highlight: November 2018

We're always adding new features to make Canopy the best possible experience for all our users. November was a great month for releasing big features, including Recurring...

12/04/18 LEARN MORE

Marketing Your Practice

10 Creative Ways to Market Your Firm Going into Next Tax Season

If you want to attract more clients and bring in more business going into next tax season, you’ll want to focus on your marketing efforts. To stand out from the competition,...

11/29/18 LEARN MORE

Practice Management

How to Keep Millennial Employees Happy

By 2020, millennials will make up 50% of the workforce, yet only 29% of them say they are engaged at work, and 60% say they are open to new job opportunities. What does this mean...

11/28/18 LEARN MORE

Marketing Your Practice

3 Tips for Using Instagram for Your Tax Practice

Instagram shouldn’t be overlooked when developing your social media strategy. It’s rapidly gaining popularity, and Instagram influencers are popping up in all different...

11/20/18 LEARN MORE

Press Room

Canopy to Offer Tax Prep Product; Capitalizing on $31B Opportunity

November 19, 2018 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for tax and accounting professionals, today announced its plans to...

11/19/18 LEARN MORE