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.
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
What's new: We’ve enhanced the experience of creating and managing recurring tasks within Canopy’s Workflow module to provide more flexibility, context, automation, and accuracy...
Ryan Lazanis, CPA and founder of Future Firm shares his unique 6-Step blueprint to a modern firm that increases your freedom and improves your...
In the fast-paced accounting environment, practice management software has become essential for efficient operations and streamlined workflows. The success of any software...
The dynamic nature of practice management in accounting has sparked widespread interest, driven by its constant evolution. Gain valuable insights...
In today's fast-paced and ever-changing business landscape, leaders face the challenge of staying relevant to ensure longevity for their organizations. Understanding and embracing...
The accounting profession has always been challenging and demanding, requiring much time, dedication, and attention to detail. However, in recent years, there has been a growing...
If you've spent any time near a screen lately, you’ve heard of ChatGPT — a language model trained by OpenAI. Every day, a new thread appears of someone who has figured out the...
Client portals have come a long way since they were first introduced. Revolutionary as they were, the first portals were simple tools—clunky and barely more secure than your...
Mental health determines how we handle stress, make choices and relate to others. It also impacts how we act, feel and think. The Center for Disease Control shockingly states that...
With many accountants quitting in the past two years and the dwindling number of college students entering the accounting field, there is an increased focus on employee retention...
What's new: We’re thrilled to announce our first iteration of an integration with Chat GPT. Users can draft new emails or emails as a part of a thread using the generative AI....
One of the great benefits of a cloud-based software is that feature updates can happen regularly and nearly instantaneous. At Canopy, feature enhancements are highly influenced by...
The key to success in any business is building lasting relationships with clients. But what happens when managing clients takes up too much of your time and energy? The best way...
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