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.
What's new: We understand that firms often have a standardized framework that their clients adhere to, and they require an efficient method to assign client records to predefined...
In the ever-evolving landscape of financial services, staying ahead requires expertise and the right tools to streamline operations and elevate client experiences. James Merante,...
What's new:
In our recent Canopy webinar we dove into 3 key topics that can allow firms to make more money and scale their organizations more sustainably. There are so many ways a firm can...
When it comes to preparing a tax return, the most crucial decision is determining the client's filing status. There are five different filing statuses: single, married filing...
The accounting industry is undergoing significant changes in today's fast-paced and technology-driven world. Integrating AI and technological advancements presents challenges and...
Many of our clients are heavily invested in the stock market. While we count on the brokerage statements to help us report their income correctly, it’s imperative that we have a...
What's new: Create custom roles to help manage team assignments. Use these roles to populate a client record template for easy client creation. Or use the roles on a client...
Aug. 1, 2023 (Draper, UT):Canopy, provider of industry-leading accounting practice management software, is expanding the AI-driven capabilities of its software with the...
Accounting, often associated with long hours and tedious tasks, has long been considered a profession that requires extensive time commitments. During busy seasons, working hours...
"Canopy better serves our needs, has more efficiencies, and it's better cost saving when we take it in and aggregate to all of our other tools." - Sean Duncan, Founder SMD...
As the accounting industry evolves rapidly, so do the demands on accountants. The relentless pressure to meet deadlines, manage financial complexities, and adapt to technological...
With reports of data breaches appearing on the news more frequently than ever, companies across the country are seeking increased security measures to protect the highly sensitive...
The Employee Retention Credit (ERC) is a valuable resource that can help businesses navigate the complex world of employee retention, but understanding its complexities and...
Executive Summary
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