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Angie Lucas: Client Success through Canopy

Angie Lucas, a self-made author, experiences seemless communication with her CPA due to Canopy's client portal.

11/21/22 LEARN MORE
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Earn Free CPE and CE Credits Quickly and Easily

Don’t look now, but the end of the year is almost here. Parties, family get-togethers, ski vacations no doubt. Oh, and don’t forget about reaching your yearly CPE and CE credits...

11/17/22 LEARN MORE
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Shreeve Landry CPA: Experiencing Growth through Challenge

A Utah-based CPA firm has experienced growth, even through challenging times, due to Canopy's suite of software.

11/16/22 LEARN MORE
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The Importance of Client Management Software for Accounting Firms

Canopy recently commissioned an independent research firm to survey 150 US-based accountants.

11/15/22 LEARN MORE
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Identifying and Solving Your Document Management Pain Points

It’s crazy to think 58% of accountants say they have accidentally shared the wrong file with a client due to poor communication and storage issues.* The right software empowers...

11/11/22 LEARN MORE
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Inflation Reduction Act of 2022 - What Tax Pros Need to Know

Let’s address the elephant in this Act. The IRS is getting $80 billion dollars. This is designed to cover the cost of hiring an additional 87,000 IRS employees and improving...

11/08/22 LEARN MORE
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Document Management Best Practices Accountants Should Follow

Your document management system is a big part of your accounting firm’s success. At least you hope that it is. It could also be the weak spot that prevents your firm from growing....

11/01/22 LEARN MORE
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Common Accounting Mistakes New Business Owners Make

Starting a new business is a pretty exciting time for any new business owner. The idea that they are beginning something great empowers them to work their hardest and do their...

10/31/22 LEARN MORE
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Canopy Wins G2’s Fall Implementation Award

Get your drum rolls out and start drumming: Canopy’s Practice Management software for accounting firms just won a G2 Fall 2022 badge for Most Implementable! If you’re wondering...

10/28/22 LEARN MORE
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Document Management at Accounting Firms: Exclusive Canopy Survey

Canopy commissioned an independent research firm to survey 150 US-based accountants related to document management practices in their firms. The margin of error for this study is...

10/25/22 LEARN MORE
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Internal Office Communication at Accounting Firms: Exclusive Canopy...

Canopy commissioned an independent research firm to survey 150 US-based accountants about office communication. The margin of error for this study is +/- 6% at the 95% confidence...

10/20/22 LEARN MORE
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An Accountant's Guide to Successful Document Management

Document management is a core element of every accounting project, but it can quickly become a headache if you don’t have a good system in place. Here are a few key things to keep...

10/19/22 LEARN MORE
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How to Get Free Transcripts Online

Are you an accountant who used to be able to pull transcripts for your clients using a third-party software, then sometime last year, that service stopped working—and now you have...

10/14/22 LEARN MORE
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10 Things Accountants Should Know About Marketing

Marketing is instrumental to your success whether you want to do it or not. Think about it, you are not compensated for marketing. You don’t get to bill your marketing time to...

10/10/22 LEARN MORE
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Finding the Best Document Management System for Your Accounting Firm

If you want to grow your accounting business, win new customers, and continue to provide an amazing service then having a talented team by itself might not be enough. You’re going...

9/14/22 LEARN MORE

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