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Choosing a Market Niche for Your Accounting Firm

To create a successful accounting firm, you need to be better at what you do than your competition. Because accounting firms frequently offer similar services, it can be a real...

10/25/18 LEARN MORE
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Why Accountants Need Client Testimonials and How to Get Them

The success of your accounting firm depends a lot on how you market your services. If you are getting a compelling message out to the right people, they will want to give your...

10/18/18 LEARN MORE
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Tower Financial Partners: Using Canopy to Attract Millennial Clients

We caught up with Tower Financial Partners to talk about how Canopy helps them attract tech savvy clients.

10/01/24 LEARN MORE
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What You Need to Know About the New Tax Transcript

The IRS recently changed the format of tax transcripts for individuals to a redacted transcript. In an effort to safeguard taxpayer information from cybercriminals, all personally...

10/12/18 LEARN MORE
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3 Things You Should Always Do With New Clients

There’s nothing quite like that feeling of landing the perfect new client. Not only is it great to watch your accounting practice grow, but there’s something about the chance to...

10/10/18 LEARN MORE
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Feature Update: Time Tracking with Multiple Timers

In April we introduced time tracking to the Canopy lineup, and in August we made it more robust. Now, we’ve improved it further to make it even more useful for you and your firm....

10/08/18 LEARN MORE
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The ATA Group: Adding $10,000 in Monthly Recurring Revenue With Canopy

James Faughtenberry of The ATA Group tells us how Canopy's accounting workflow software changed the way his practice worked.

10/01/24 LEARN MORE
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3 Ways Tax Professionals Can Boost Their Twitter Profile

Twitter is different from other social media platforms in that your posts have to be brief. You only have 280 characters to get your point across, which can be a good thing....

10/05/18 LEARN MORE
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New Feature: Fast and Easy Electronic Signatures

It’s frustrating when seemingly simple things hold up work you’re trying to get done. Like signatures. After all the hard work of putting together an Offer in Compromise or...

10/01/18 LEARN MORE
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Tax Reform 2.0 to Be Voted on Soon

It’s been nine months since the new tax law was passed, and this month Tax Reform 2.0, a series of three bills, was released. The House Ways and Means Committee passed Tax Reform...

9/27/18 LEARN MORE
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New Feature: Custom Branding

With our newest feature, you can tailor Canopy to your brand’s look and feel for a more professional client experience. From your client portal to your invoices, you’ll be able to...

9/20/18 LEARN MORE
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Tax and Accounting Trends for 2018-2019

Technology changes at a rapid pace, and companies across the globe are constantly evolving to keep up with modern movements. Such advances can propel today’s accounting and tax...

9/18/18 LEARN MORE
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A Guide to the Student Loan Interest Tax Deduction

What should you know about the student loan interest tax deduction? Student loans are a means to an end for many college students, as the cost of tuition and earning a degree have...

9/17/18 LEARN MORE
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How to Attract Millennial Clients

Businesses across the United States are working hard to attract and retain members of the millennial generation. Accounting and tax firms especially need to offer services and...

9/12/18 LEARN MORE
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Cloud vs. Desktop: Your Accounting Software Options

By now you’ve probably seen or heard of cloud accounting software at association meetings, trade shows, and online. Cloud-based tools may be one of the most impactful developments...

9/10/18 LEARN MORE

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