Build your firm-wide operating system to work as you need it.
What we mean when we call Canopy “all-in-one”.
Build your practice management platform to work as you need it
If it has to do with accounting, practice management, or Canopy, it's here.
All-in-one practice management that unlocks the firm you've always wanted.
Speaker: Tanya Baber Date: January 14th, 2025 Time: 1 PM EST
Don’t miss a step when it comes to handling 1099s! This Ultimate 1099 Checklist Canopy Template saves the day, making the process smoother, faster, and more organized than ever....
Client relationship management (CRM) software helps businesses across all industries manage client communications throughout the service lifecycle. Small-to-medium-sized...
Client relationship management (CRM) software helps companies across different industries manage their client connections and communication, enabling businesses to provide the...
In this episode of the Canopy Practice Success Podcast, host KC Brothers talks with Jen Hamilton, a former CPA turned Fractional COO. She shares her journey from traditional...
The cornerstone of the relationship between accountants and clients is trust. Trust extends both ways:
We're in a 3 part series on how to make our client agreements smarter. Our goal is to clarify our client agreements and better support the relationship we desire with our clients.
What's new: Practitioners can now send an invoice to many clients at the same time. As previously announced, they can also invoice one client representing a group of related...
The key to success in any business is building lasting relationships with clients. However, managing relationships is complicated due to numerous human factors. People are still...
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Many in the industry have been sounding the clarion call to examine your firm tech stack. It’s not uncommon to hear rumors that older softwares are being sunset, or for users to...
Profile TaxBee was founded in 2017 by Bianca Ferguson, a seasoned accountant with over two decades of experience and a passion for helping clients manage their finances. Starting...
In this episode of Canopy Practice Success, Bianca Ferguson shares her journey of becoming a trailblazing leader in the accounting industry. Starting as a teenager learning the...
Streamlining your workflow isn’t just about saving time—it’s about eliminating the frustration of repetitive, labor-intensive tasks that can weigh us down as accountants. But...
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