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.
It's easy to feel overwhelmed with all the skills you need to keep sharp as an accountant. Between keeping up with changing regulations, staying on top of deadlines, and managing...
Canopy recently partnered with the IRS to provide exclusive access to tax transcripts through our Transcripts & Notices service.
There's no doubt that the accounting industry is changing at a rapid clip. The integration of technology, specifically artificial intelligence (AI) and automation, means that...
In a recent webinar, “Lies Accountants Tell Themselves,” hosted by Canopy, we had industry experts dive into a new research report, “2023 Accounting Practice Management Survey”,...
In the ever-changing realm of accounting, adaptability, and innovation have become the foundations of success. Elizabeth Manso, CPA and owner of Brigade, was able to sit down with...
In the ever-evolving landscape of financial services, staying ahead requires expertise and the right tools to streamline operations and elevate client experiences. James Merante,...
In our recent Canopy webinar we dove into 3 key topics that can allow firms to make more money and scale their organizations more sustainably. There are so many ways a firm can...
Accounting, often associated with long hours and tedious tasks, has long been considered a profession that requires extensive time commitments. During busy seasons, working hours...
With reports of data breaches appearing on the news more frequently than ever, companies across the country are seeking increased security measures to protect the highly sensitive...
Executive Summary
In the fast-paced accounting environment, practice management software has become essential for efficient operations and streamlined workflows. The success of any software...
In today's fast-paced and ever-changing business landscape, leaders face the challenge of staying relevant to ensure longevity for their organizations. Understanding and embracing...
The accounting profession has always been challenging and demanding, requiring much time, dedication, and attention to detail. However, in recent years, there has been a growing...
If you've spent any time near a screen lately, you’ve heard of ChatGPT — a language model trained by OpenAI. Every day, a new thread appears of someone who has figured out the...
Client portals have come a long way since they were first introduced. Revolutionary as they were, the first portals were simple tools—clunky and barely more secure than your...
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