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What we mean when we call Canopy “all-in-one”.
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All-in-one practice management that unlocks the firm you've always wanted.
South Jordan, UT – [May 8, 2024] – Canopy, the firm-wide operating system that helps accountants build the firm they’ve always wanted, is thrilled to announce the successful...
Did you know that Customer Relationship Management (CRM) systems can increase customer retention rates by 27% and improve customer relationships in 74% of businesses? It's no...
Leveraging the right Customer Relationship Management (CRM) software is key to enhancing efficiency, improving client relations, and driving business growth. This post delves into...
For the accounting firm focused on maximizing profit and efficiency, antiquated practice management solutions that only meet a few needs are no longer sufficient for accounting...
Integrating Artificial Intelligence (AI) into the accounting sector has been a game-changer, offering unprecedented efficiency improvements and accuracy levels. However, while AI...
What's new: We are thrilled to announce the launch of the Files Interface Redesign within Canopy's Document Management module. This update transforms the way Canopy users interact...
Randy Johnston, executive vice president of K2 Enterprises, sits down with Canopy to discuss his 30+ years in accounting and technology. In the episode Randy discusses the need...
With over twenty years dedicated to nurturing team growth, Jason Blumer has gained a profound understanding of the pivotal role team building plays in a company's expansion....
In accounting, efficiency isn't just a goal — it's a necessity. Thankfully, accounting templates offer a bridge to this efficiency, providing a foundation for standardization,...
What's new: With the latest update, clients now have the flexibility to pay their invoices directly through a secure link, bypassing the need to log into the Client Portal. As a...
With the technological transformation that's taking place in the business landscape, the importance of having the right practice management software has never been more critical...
As a professional accountant, there may come a time when you need to end an engagement with a client. A conclusion to a client relationship could be due to several reasons, such...
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