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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Canopy Features and News

Canopy's Tax and Accounting Trade Shows for Q4 2017

Summer is over, but that doesn’t mean that Canopy is done attending tax and accounting events all over the country. Our product specialists will be at the events listed below,...

5/03/18 LEARN MORE

Canopy Features and News

Canopy's September Tax and Accounting Trade Show Schedule

The end of summer is nearly here, and Canopy’s product specialists are out in force, taking advantage of the cooler nights. We’ve got a packed September, with 7 tax and accounting...

5/03/18 LEARN MORE

Canopy Features and News

Canopy's June Tax and Accounting Trade Show Schedule

Summer is upon us, and that can only mean one thing for accountants and tax pros all over the country: it’s trade show season! The same is true here at Canopy. Our product reps...

5/03/18 LEARN MORE

Canopy Features and News

Canopy's December Tax and Accounting Trade Show Schedule

It’s December, which means CPAs everywhere are waking up from turkey comas just in time to make a last-minute rush to complete their CPE requirements. Lucky for you, there are a...

5/03/18 LEARN MORE

Canopy Features and News

Canopy's November Tax and Accounting Trade Show Schedule

November means that it's time to rake leaves, warm up your turkey fryer, and make your way to the nearest tax and accounting trade show! Our product specialists will be at the...

5/01/18 LEARN MORE

Canopy Features and News

New Product: Get Answers to IRS Notices in Minutes

It’s May 1 and as promised, we have a big announcement to make. We have added a new product to Canopy: Notices.

5/01/18 LEARN MORE

Press Room

New Canopy Solution Significantly Reduces Time Spent on IRS Notices

May 1, 2018 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice efficiency platform for tax and accounting professionals, unveiled its Notices solution today,...

5/01/18 LEARN MORE

Tax Preparation and Planning

10 Questions to Ask When Computing Cryptocurrency Tax

What will the IRS do if you, as the tax preparer, do not report your client’s cryptocurrency transactions correctly?

4/27/18 LEARN MORE

Tax Resolution

The Ultimate Guide to Tax Resolution For Tax Professionals

What is Tax Resolution? Tax resolution is the umbrella term for services that aid taxpayers when they run afoul of the IRS. Sometimes called IRS representation, tax problem...

4/26/18 LEARN MORE

Practice Management

How to Manage Your Virtual Tax Practice Effectively

We recently teamed up with Jason Blumer, owner of Blumer CPAs, to write an ebook series about running a virtual tax practice. The newest ebook is all about managing a virtual...

4/26/18 LEARN MORE

CPE

The Ultimate Guide to Managing CPE Credits and Courses

Earning and managing CPE credits is a large task. You have to decide which courses to take, make sure they meet the necessary requirements, work the courses into your schedule,...

4/24/18 LEARN MORE

Canopy Features and News

New Feature: Effortless Time Tracking

Canopy’s time tracking is here. Now you can easily track your productivity and get paid faster. Here are four time tracking features to try out.

4/19/18 LEARN MORE

Tax Resolution

How to Know if Your Client is Eligible for Failure-to-Pay Penalty...

For the 2017 fiscal year, the IRS assessed 38.8 million civil penalties, amounting to $26.5 billion. Of those penalties, 4.3 million were abated. The most common reason for civil...

4/12/18 LEARN MORE

Practice Management

The Ultimate Guide to Accounting Practice Management Software

The thought of modernizing the way you manage your accounting practice can be overwhelming. After all, there are a lot of steps involved. To truly modernize you have to invest in...

4/10/18 LEARN MORE

Practice Management

The Ultimate Guide to IRS Forms

Confronting an unfamiliar IRS form can be a little bit daunting. There are, of course, forms you can breeze through with your eyes shut because you’ve filled out hundreds or even...

4/06/18 LEARN MORE