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.
Join us on Tuesday, June 8 and stay up to date on the latest services Canopy has to offer you at our First Look Webinar. We’ll discuss our recent updates, like the new...
While attracting new customers is always a major goal for any small business, it’s just as important to learn how to keep those customers. One of the best ways to do this – and in...
When your firm is ready to grow and increase your clientele, it's important to remember that not every prospective client is well suited for your firm. Take a step back and...
On Tuesday, May 25 Canopy hosted a webinar featuring Jason Blumer, CPA about his Client Management Strategies for Accounting Firms. Jason has over two decades of experience in...
We all know how critical security has become. It’s super important to our clients and just as important to the health of our firms. Nothing can be more devastating than finding...
As an accounting subject matter expert, you already know that technology adoption is an industry standard nowadays. Coupled with the right software, the valuable set of niche...
Welcome to the Post Pandemic Tax Slashing Virtual World Warrior level. It's over! You made it to the end. (Aside from Iowa, Louisiana, Maryland, Oklahoma and Texas CPAs — we’re...
We’re in the last stretch. The finish line is in sight. And the weather is starting to warm up. Have you thought about how you’re going to take time off after tax season? What...
While most CPA firms typically offer tax, bookkeeping, and review services, according to a 2020 Deloitte survey coupled micro-services are disrupting the classic financial vendor...
A modern workplace calls for evolving technology and updated methodologies. If your firm is still bogged down with dated processes because they worked in the past, it’s time to...
This year has brought a handful of changes to both the enrolled agent (EA) exam and continuing education (CE). Just so you can know what to expect, let’s take a closer look at...
Occasionally, there is that client that won’t return your phone calls until after hours and will send in their paperwork last minute—or not at all. What do you do when you’re in...
Although busy season is time consuming and all-around mentally demanding, that doesn’t mean your well-being should take a backseat to your workload. If anything, prioritizing your...
Growing a successful accounting firm is lots of work. You may find your plate pretty full with finding clients, doing accounting work, invoicing, and many other tasks. That’s why...
It’s no mystery engaged teams are more profitable. A study by Gallup found that highly engaged teams result in 21% greater profitability. But how do you get your employees to...
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