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 leveraged Canopy for streamlined operations, boosted 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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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

Client Relationships

Top 6 Best Accounting CRMs for Practice Management [2024]

Leveraging the right Customer Relationship Management (CRM) software is key to enhancing efficiency, improving client relations, and driving business growth. This post delves into...

4/17/24 LEARN MORE

on demand

Webinars

Canopy Demo Sweepstakes

Presenters: Michael Salmon, Canopy Eric Bonney, Managing Shareholder, Harvest Tax & Accounting Services Rekha Nomula, Operations Manager, AppleTree...

5/07/24 LEARN MORE

Practice Management

Unlocking Efficiency: The Power of a Firm-Wide Operating System

For the accounting firm focused on maximizing profit and efficiency, antiquated practice management solutions that only meet a few needs are no longer sufficient for accounting...

4/10/24 LEARN MORE

Blogs

How AI is Used in Accounting: Capabilities and Limitations

Integrating Artificial Intelligence (AI) into the accounting sector has been a game-changer, offering unprecedented efficiency improvements and accuracy levels. However, while AI...

4/03/24 LEARN MORE

Document Management

Files Interface Redesign

What's new: We are thrilled to announce the launch of the Files Interface Redesign within Canopy's Document Management module. This update transforms the way Canopy users interact...

4/01/24 LEARN MORE

Blogs

Randy Johnston Talks About Accounting Trends, Selecting a Vertical,...

Randy Johnston, executive vice president of K2 Enterprises, sits down with Canopy to discuss his 30+ years in accounting and technology. In the episode Randy discusses the need...

3/27/24 LEARN MORE

Blogs

Building an Outstanding Team: Wisdom Gained from Two Decades of...

With over twenty years dedicated to nurturing team growth, Jason Blumer has gained a profound understanding of the pivotal role team building plays in a company's expansion....

3/27/24 LEARN MORE