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.
Time is one of your most valuable resources — if not the most valuable. The more effectively you use time, the more profitable and successful your accounting firm will be. To...
Last tax season came with many challenges across the accounting industry, one of which was more accountants navigating work from home than ever before. With the pandemic still...
Onboarding is the process of seeking the right clients, and it encompasses your efforts to bring clients into the firm. It is the method by which you begin to prepare your...
As you know, preparing tax returns for small business clients is a bigger task than preparing tax returns for individuals. There are more considerations and factors that have to...
Every tax professional knows that tax season means long hours, lots of work, and diminished resources. Many tax practices hire seasonal staff to help them get through the busiest...
For the Canopy team, 2020 was a year of focusing on enhancing our Practice Management features and improving overall user experience. We released a lot of product updates...
In a time with a great emphasis on being productive, many accounting professionals feel like they have more work to do and less time to complete it. It can be difficult to stay...
Tax year 2020 came with quite a few changes (largely due to the pandemic). Here are four changes around COVID-19 to be aware of as you head into the upcoming tax season.
The volume of paperwork that goes with tax resolution can put a strain on client relationships—especially when they’re already being bombarded and overwhelmed by the IRS. But...
Keith Jones, CPA, is a busy tax resolution expert and a Canopy user. He currently practices primarily in rural northwest Florida, but is actively expanding his market to...
Pulling transcripts through e-Services or over the phone can be one of the most frustrating, time-consuming parts of doing tax work, so many tax pros can’t quite believe it when...
Charlie* hadn't filed a tax return in 20 years when he was referred to Financial Harmony Tax Resolution. With Ralph’s compassionate and professional help, Charlie successfully...
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...
Based on 1000+ reviews across these platforms
4.6 stars on G2.com
4.5 stars on Capterra
4.5 stars on GetApp
