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.
In this episode, the discussion revolves around the significance of customer relationship management (CRM) in firms, highlighting how it centralizes customer interactions and...
In this episode, the conversation between John Mitchell and Darren Root revolves around the importance of a modern client experience in accounting firms. They discuss the impact...
In this episode, John Mitchell and Darren Root discuss the importance of creating a tech stack for accounting firms, focusing on the two halves of a firm - production and the firm...
In this episode, John Mitchell and Darren Root discuss the evolution of firm management in this video series as Darren reflects on his journey of using various practice management...
It's crucial to understand the defining characteristics that distinguish a reputable firm from a subpar one, especially if you're someone directly responsible for the health of...
Profile Alpine Mar CPA and Advisors, founded by Pablo Martell, is a full-service CPA firm based in South Florida. The firm provides comprehensive tax services, accounting and...
**Join to earn 1 free CPE Credit** Speaker: Darren Root, founder of Rootworks and Better Everyday
CAS firms focus on advisory accounting services rather than a compliance-heavy service. But, what exactly is it? Learn more below! By now, you’ve probably heard of CAS, CAAS,...
What's new: We are excited to announce that Apple Pay is now available as a payment option in the Canopy Client Portal App, in addition to ACH and credit card payments. With this...
Accounting is facing a major issue: a shortage of 340,000 accountants. It’s not just public accounting firms experiencing the talent crunch, even Fortune 500 companies are, as...
Accounting and bookkeeping practice owners are facing two major challenges when it comes to attracting clients to their practice:
We were thrilled to see your excitement and participation. Despite several people responding to your questions in real-time, so many still came in. Thank you for your curiosity...
Profile: Patrick Dichter, the owner of Appletree Business Services, transitioned into accounting through an unconventional route. Before owning an accounting firm, Patrick spent a...
As the dust settles on the most intense period of the year for financial professionals, we're taking a moment to celebrate the incredible achievements of our backend systems and...
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