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.
So you’ve started your own tax or accounting practice, and now you want to make money—not just enough money to stay afloat, but enough money to make a nice profit from all your...
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...
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...
We caught up with Tower Financial Partners to talk about how Canopy helps them attract tech savvy clients.
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...
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...
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....
James Faughtenberry of The ATA Group tells us how Canopy's accounting workflow software changed the way his practice worked.
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....
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...
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...
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...
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...
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...
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...
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