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Do you struggle with networking? The thought of making small talk with complete strangers may make you uncomfortable or even downright terrified. You know that meeting new people...
After a year of canceled, postponed, and virtual events, several big accounting trade shows and conferences are coming back in-person this summer. Some events are still...
Start your workday off with a chuckle today and take a look at these strange state tax laws. From fruit in vending machines to splitting hairs with bagels, here are seven of the...
Earlier this week, Canopy hosted a webinar in a partnership with Divvy sharing advice from experts about how to grow your firm by offering Client Accounting and Advisory Services,...
Steven Wik of Schlabach Enterprises Inc. says Canopy helped their accounting firm grow and eventually double their business.
📣 It's Giveaway Time! 📣 We just unveiled our new Advanced Document Management capabilities this week! Now with Canopy, you can manage all of your documents in our platform,...
An important piece of developing long-lasting relationships with clients is an effective checking-in method. There are different kinds of client follow-up for the different stages...
Thanks to our amazing customers, we’ve been honored as a G2 Summer Leader. Please forgive us if we toot our own horn for a minute.
Did you know that Client Accounting and Advisory Services (CAAS) are set to grow by 35% between now and 2025? Now is the time to learn how savvy firms are leveraging technology to...
Tax identity theft is a matter of grave concern for individuals and businesses alike. It robs people of their personal data, tax returns, and all the time and effort they put into...
More than 36 million families will receive letters from the IRS in the coming weeks. But this time, it’s good news and you can ease your clients' worry when they call you freaking...
Virtual meetings are a necessity in the modern workplace and they can be a great way to stay in touch with your colleagues and clients who live in far-away places. Here are five...
Our product team hosted a June First Look webinar detailing the new features they’ve added to make our full suite of services even more robust. Take a look at what’s new and see...
Tax season is finally over and now it’s time to focus on some things that might have gone unnoticed during the busy season — like the important decision on how to adapt your...
Should you join ABC organization? How about purchase an ad in XYZ publication? Or set up a table at the upcoming 123 event? If you find yourself contemplating these types of...
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