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.
Jessie Williams, an experienced accountant and Canopy user, covers the importance of setting boundaries in the accounting profession, to maintain good mental health. This episode...
Capacity Mindset I have discovered the magic of the "capacity mindset" in the hectic accounting world. It's all about maximizing my time, resources, and talent to enhance my...
Panelists: Gail Perry, Editor, CPA Practice Advisor Roger Knecht, PB, PGE, VB, President, Universal Accounting Kyle Whittle, Director of Customer...
Client standards are at an all-time high and accounting firms must prioritize a client-centric approach to stay ahead. Client-centric accounting focuses on enhancing the overall...
Profile Accountability Services is a forward-thinking accounting firm located in Seattle, Washington and Boulder Valley, Colorado. The firm, co-owned by Lera Kooper, Dave Fischer...
In today's fast-paced accounting and tax environment, simplicity is more important than ever. There's so much to stay on top of: modern technology stacks, positive client...
In this episode of Canopy’s Practice Success Podcast, Katie Thomas, a CPA turned marketing expert, shares her unique journey from working at a Big Four accounting firm to...
Profile Unity Business Advisors is a firm located in Lynnwood, WA, with a strong presence in the accounting industry for the past 25 years. The firm comprises 15-18 team members...
Loyalty to a brand or service is a delicate balance of perceived value, quality, and cost. For accounting firms, the decision to increase prices is often fraught with...
I recently had the opportunity to sit down with Terrell Turner, the founder of TLTurner Group, to discuss how he has successfully navigated the complex landscape of bookkeeping...
Glenn Harper and Julie Smith share their journey in transforming a traditional CPA firm into a modern, advisory-focused business. They discuss the importance of process...
Accountants know first-hand that client expectations are increasing and competitive pressures are on the rise. Over 80% of accounting professionals plan to, and many are already,...
Understanding the Hesitancy The rise of artificial intelligence (AI) has sparked both excitement and apprehension across various industries, including accounting. As an...
Based on 1000+ reviews across these platforms
4.6 stars on G2.com
4.5 stars on Capterra
4.5 stars on GetApp
