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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Industry News

What Is CAS Accounting? What You Need To Know

CAS firms focus on advisory accounting services rather than a compliance-heavy service. But, what exactly is it? Learn more below! By now, you’ve probably heard of CAS, CAAS,...

7/01/24 LEARN MORE

Product Updates

Apple Pay

What's new: We are excited to announce that Apple Pay is now available as a payment option in the Canopy Client Portal App, in addition to ACH and credit card payments. With this...

6/18/24 LEARN MORE

Marketing Your Practice

How to Win the Talent War through Inbound Recruitment

Accounting is facing a major issue: a shortage of 340,000 accountants. It’s not just public accounting firms experiencing the talent crunch, even Fortune 500 companies are, as...

6/18/24 LEARN MORE

on demand

Webinars

Unclunk Your Firm with Canopy | Special BDO Demonstration

What does it mean to unclunk your firm? Join a special BDO demonstration of Canopy's practice management solution to find out. The demo will feature...

6/26/24 LEARN MORE

on demand

Webinars

How To Win The Talent War

**Join to earn 1 CPE Credit** Speaker: Katie Thomas, CPA, 40 Under 40 CPA Practice Advisor

6/27/24 LEARN MORE

Marketing Your Practice

5 Tips to Attract Clients to Your Accounting Firm

Accounting and bookkeeping practice owners are facing two major challenges when it comes to attracting clients to their practice:

6/05/24 LEARN MORE

Marketing Your Practice

Canopy Roadmap Webinar Q&A

We were thrilled to see your excitement and participation. Despite several people responding to your questions in real-time, so many still came in. Thank you for your curiosity...

6/03/24 LEARN MORE

Case Studies

Appletree Business Services Modernizes Firm with Canopy

Profile: Patrick Dichter, the owner of Appletree Business Services, transitioned into accounting through an unconventional route. Before owning an accounting firm, Patrick spent a...

5/31/24 LEARN MORE

Blogs

Canopy Shines During Tax Season: A Behind-the-Scenes Perspective

As the dust settles on the most intense period of the year for financial professionals, we're taking a moment to celebrate the incredible achievements of our backend systems and...

5/29/24 LEARN MORE

Workflow

Essential Change Management Strategies for Accountants

The off-season is when you can examine how your tax season went and reflect on changes you can make for the next season. Sometimes, those changes are significant — new tech stack,...

5/22/24 LEARN MORE

eBooks

Practice CS to Canopy: The Guide to Switching Practice Management...

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Canopy Features and News

Canopy Raises $35M in New Funding Round

South Jordan, UT – [May 8, 2024] – Canopy, the firm-wide operating system that helps accountants build the firm they’ve always wanted, is thrilled to announce the successful...

5/08/24 LEARN MORE

eBooks

The Evolution of Artificial Intelligence in Accounting

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on demand

Webinars

Canopy's 2024 Roadmap- Making Your Life Easier

Speakers: KC Brothers & Shane Westra Tax Day has come and gone and we know you’ve been busy, we have the metrics to prove it. In this webinar we’ll...

5/23/24 LEARN MORE

Blogs

Traditional CRM vs. Accounting CRM

Did you know that Customer Relationship Management (CRM) systems can increase customer retention rates by 27% and improve customer relationships in 74% of businesses? It's no...

4/24/24 LEARN MORE