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Blogs

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Practice Management
Improving Work-Life Balance Firm-Wide During Busy Season

Traditionally, busy season in the accounting industry has been a time to cancel all personal plans, batten down the hatches, and grind through overtime until your family barely...

2/21/25 LEARN MORE
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Client Relationships
12 Ways to Enhance Client Management Effectively & Efficiently

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...

2/20/25 LEARN MORE
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Blogs
Is Free Accounting CRM Software Worth It? A Thoughtful Exploration...

Client relationship management (CRM) software helps businesses across all industries manage client communications throughout the service lifecycle. Small-to-medium-sized...

2/20/25 LEARN MORE
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Blogs
The Future of Hiring with Kristy Busija

Kristy Busija, CEO & Founder of Next Conversation Consulting, and host Nicole McMillan, SVP of People at Canopy, explore the evolving landscape of hiring and talent retention in...

2/19/25 LEARN MORE
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Blogs
The Best CRM for Tax Firms

It’s important for the current accounting firm to be able to rely on a sophisticated platform that combines powerful automation, integrations, and synced communication methods so...

2/19/25 LEARN MORE
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Practice Management
Accounting Automation in Practice Management: Revolutionize Your...

If the only technology an accountant needed was a calculator, improving efficiency would just come down to who can type the fastest (without messing up). But, like everything...

2/12/25 LEARN MORE
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Client Relationships
Modernizing Workflow Efficiency with Canopy: Little, Shaneyfelt,...

Profile Little, Shaneyfelt, Marshall, & Co. (LSM), a trusted accounting firm based in Little Rock, Arkansas, has served clients since its inception in the 1980s. In 2022, Aaron...

2/12/25 LEARN MORE
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Blogs
Top Features of Accounting Client Management Software

Managing client relationships and ensuring efficient workflows is essential for success. Accounting client management software is designed to meet these demands, offering tools...

2/07/25 LEARN MORE
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Time/Billing
Bulk Invoice Printing Streamlines Time & Billing & Helps You Work...

What's new:

2/05/25 LEARN MORE
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Blogs
Joe Woodard on Transforming Accounting with AI and Outsourcing

In this episode of Canopy Practice Success, Joe Woodard discusses the ongoing staffing crisis in the accounting profession. He highlights the role of AI and outsourcing in...

2/05/25 LEARN MORE
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Blogs
Accountants Guide to Integrating a CRM

Client relationship management (CRM) software helps companies across different industries manage their client connections and communication, enabling businesses to provide the...

2/03/25 LEARN MORE
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Practice Management
How Shreeve Landry CPAs Thrives with Canopy: Insights from Travis...

At Shreeve Landry CPAs, success isn't just about numbers—it's about relationships, communication, and efficiency. During a recent conversation with Liz Scott, Travis Landry, CPA,...

2/03/25 LEARN MORE
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Client Relationships
New Accounting Client Checklist

Onboarding your new accounting client is more than just a process—it’s your chance to make a strong first impression and lay the groundwork for a lasting partnership. By using...

1/30/25 LEARN MORE
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Template Setups
Accelerate & Streamline Engagement Creation with Templates

Practitioners with permission can create engagement templates and then use them to quickly and repeatedly create new engagements for any clients. Like any engagement, a template...

1/28/25 LEARN MORE
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Practice Management
Why the Human Element is Your Biggest Asset as a Business Advisor

Looking for a way to give your firm a competitive advantage over the hundreds of thousands of licensed CPAs, experienced EAs, and talented business advisors in the U.S.?

1/27/25 LEARN MORE
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