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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Practice Management

Best Practices for Building Trust with Your Clients

For accountants, clients are the lifeblood of business. After all, without them there is no business. Firms that know this often make marketing and client acquisition a top...

2/01/24 LEARN MORE

Industry News

What is a CAF Number and How To Get One: Step-By-Step Guide

If you are looking to start offering tax resolution services, there’s a few things you’ll need to take care of first. One of those things is getting a CAF Number. We’ll walk you...

1/31/24 LEARN MORE

Blogs

Dawn Brolin's Keys to a Successful Work-Life Balance

Dawn Brolin, CEO of Powerful Accounting provides valuable insights into achieving success and work-life balance in the accounting profession. She encourages accountants to...

1/31/24 LEARN MORE

Marketing Your Practice

Why Won't My Team Just Accept Change?! (Part 2)

Welcome back!

1/26/24 LEARN MORE

Guides

The Ultimate Guide to Tax Resolution For Tax Professionals

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Product Updates

A Year in Review 2023: New Canopy Features

It's hard to fathom how quickly another year has passed, and yet here we are, reflecting on a compilation of new features and functionality that Canopy has introduced throughout...

1/19/24 LEARN MORE

Blogs

Why Won’t My Team Just Accept Change?! (Part 1)

Have you ever had a brilliant idea for your firm that crashed and burned because the rest of the team just wasn't "on board" with your genius? (and we KNOW that you ARE a genius…...

1/19/24 LEARN MORE

Blogs

Nancy McClelland on Balancing Passion, Work, and Maintaining the...

Nancy McClelland, CPA & Owner of The Dancing Accountant discusses how she balances her love for dance, her passion for her profession, and her commitment to creating a caring and...

1/17/24 LEARN MORE

Blogs

9 Must-Read Books for Accountants in 2024

Some people say that comfort is the enemy of growth — and we tend to agree. As accounting plays a more central role in daily business operations, complacency and relying on old...

1/12/24 LEARN MORE

Blogs

The Imposter Syndrome and Advisory Services

How can I provide Advisory Services if I don't even know what they are? What if I give the wrong advice? What if my client finds out I don't know everything? What if they talk to...

1/05/24 LEARN MORE

Tax Resolution

Penalty Abatement for Small Partnerships

There are a lot of compelling reasons to offer tax resolution services, but tax resolution can also get complicated, and that scares away a lot of tax professionals. Luckily, not...

1/04/24 LEARN MORE

Blogs

Elizabeth Manso on Embracing Technology, Meaningful Relationships,...

Elizabeth Manso, President and Founder of Brigade — which provides real-time business accounting consulting, shares how her firm bravely embraced technological transformation,...

1/03/24 LEARN MORE

Blogs

Setting Healthy Boundaries with Clients

So you've landed a new client at your accounting firm — congratulations! You tell them you're flexible and can work with them whenever they want, leaving an open-ended working...

12/22/23 LEARN MORE

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