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.
Peter Mar of Northwest Tax Associates needed a better way to manage his tax practice. Security for his clients was his first concern, but there were a dozen other little...
Managing clients—and the inevitable mounds of paperwork that accompany them—is a formidable task for any practice. But when most of your clients don’t even live in the same time...
Adopting new tax software can be an intimidating process. Updated technology can provide tons of benefits, but training your staff on the new system can be frustrating and...
Your professional accounting qualifications speak on your behalf, letting clients know that you are an expert in different areas of accounting and taxation. From federal tax...
On November 10 we kicked off our inaugural Innovation Summit. The agenda included topics such as the importance of adapting to change, how firms can practice everyday innovation,...
Offering client accounting services (CAS) has become increasingly common in the past few years. In fact, according to an Accounting Today survey, in 2019 the breakdown of...
Implementing modern accounting practice management software makes a huge difference for accounting professionals. We’ve dedicated more than a few blog posts to how modern software...
Successful accounting firms have many things in common but one of the most important characteristics they share is effective management. Managing projects, documents, and your...
By Jason Schow, CPA, Canopy Product Manager
We’ve been busy enhancing our Practice Management and Tax Resolution suites to enable an even better Canopy experience for you and your team. We are excited to announce the...
Client management is one of the most important aspects of running an accounting firm, but it can also be one of the most difficult. After all, it can be time-consuming and it...
As an accountant, you work with a variety of clients with different needs. One group of clients that can help you grow your business and expand your service offering is small...
Clients are what make it possible for you to run your tax and accounting business, and naturally, growing your book of business is a consistent goal each year. But sometimes it’s...
Strengthening your client relationships through improved communication tools is vital to any accounting firm. Our team has been hard at work to bring you updates aimed at...
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