Content Hub

Accounting Templates: A Canopy Guide

In accounting, efficiency isn't just a goal — it's a necessity. Thankfully, accounting templates offer a bridge to this efficiency, providing a foundation for standardization,...

Quick Pay

What's new: With the latest update, clients now have the flexibility to pay their invoices directly through a secure link, bypassing the need to log into the Client Portal. As a...

10 Best Practice Management Software for Accountants — 2024

With the technological transformation that's taking place in the business landscape, the importance of having the right practice management software has never been more critical...

Building the Ideal Team in Your Accounting Firm

How to Write a Letter of Disengagement with Free Template

As a professional accountant, there may come a time when you need to end an engagement with a client. A conclusion to a client relationship could be due to several reasons, such...

Ben Richmond on the Benefits of the Cloud and the Future Role of...

In this episode, Ben Richmond, the U.S. Country Manager for Xero talks about the benefits of shifting your accounting firm to the cloud. He also delves into the difference between...

24 for 2024: New Workflow Templates with Automations

Updated Tax-Specific Accounting Workflow Templates: At Canopy, we’ve recently improved 24 of our accounting and tax workflow templates by adding helpful automations to save you...

The Ultimate Guide to Accounting Practice Management Software

Ten Ways to Fix Email at Your Firm

10 Influential Women in Accounting 2024

In the spirit of International Women's Day, we continue to recognize and celebrate the contributions of women in the tax and accounting industry. This year, we're highlighting a...

eSignature Templates

What's new: To enhance your experience and help you save time, we've introduced eSignature templates on Canopy. These templates enable you to easily add signature, initial, and...

Feature Update: Knowledge-Based Authentication

Canopy’s eSign helps you securely and seamlessly create an authoritative and instant agreement between you and your clients on any of your documents, and it just got better. With...

Everything You Need to Know About Canopy in 2 Minutes (Video)

One of our primary goals here at Canopy is to help accountants and tax pros save time. How exactly do we do that? By providing a firm-wide operating system that seamlessly...

Using Data from Canopy Insights Improves Harvest Accounting Firm...

Profile: Harvest Accounting Firm, founded in August 2020, specializes in serving small family-owned and operated businesses across various industries. With a focus on businesses...

Tax Return Checklist for Clients

With tax season officially started, you’re likely too busy to personally check in with every client to make sure they are prepared for their tax appointment. That’s why we’ve put...