Blog | Industry News, Updates, & Features | Canopy

Canopy's 2023 Practice Management Report

From tracking time to hiring staff, Canopy surveyed the top difficulties accounting firms are facing for 2023 and are sharing the results! Gaynor...

6/21/23 LEARN MORE

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Business Metrics - You're tracking data but are you using it to...

All accounting firms have metrics. From client numbers, revenue, time spent, and more. But are you maximizing your data to make positive real world...

6/13/23 LEARN MORE

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Six Steps to Less Work and More Life with Ryan Lazanis

Ryan Lazanis, CPA and founder of Future Firm shares his unique 6-Step blueprint to a modern firm that increases your freedom and improves your...

5/25/23 LEARN MORE

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Practice Management: You're Doing it Wrong

The dynamic nature of practice management in accounting has sparked widespread interest, driven by its constant evolution. Gain valuable insights...

5/15/23 LEARN MORE

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A Closer Look: Canopy Payments

In this webinar, we get a closer look into the newly improved Canopy Payments. Learn how our integrated payment processing tool can improve client...

5/02/23 LEARN MORE

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Two Clicks to Transcripts with Dawn Brolin

In this webinar, Dawn Brolin discusses the firm-wide benefits of Canopy's Transcripts & Notices tool and how it's increased the value of her firm,...

3/16/23 LEARN MORE

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A Closer Look: Preparing for Tax Season

Whether you’re new to Canopy or you’ve been with us for a while, this webinar will provide a closer look into several features that we’ve released...

1/19/23 LEARN MORE

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Guide to 2023 Tax Season Individual Updates

One thing that has remained the same over the past few years, is that everything changes as it relates to taxes. The 2023 tax season is no different....

1/11/23 LEARN MORE

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A Closer Look: Communication in Context

Come get a closer look into comments & @mentions. See how these new features can improve efficiency, declutter your email, and contextualizing your...

12/14/22 LEARN MORE

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Two Clicks to Transcripts

Come listen to Dawn Brolin discuss how she has benefitted from pulling years of her clients’ transcripts, as well as receiving proactive notices...

12/08/22 LEARN MORE

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A Closer Look: Time & Billing

Come get a closer look into the Canopy's Time & Billing module. See how this module can help your firm track your time, collect payments from your...

11/29/22 LEARN MORE

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Time Well Spent: The Easy Guide to Implementing Practice Management

Learn from expert, Dawn Brolin in this webinar as she demonstrates how her tax and accounting practice is implementing Canopy and how she has...

11/17/22 LEARN MORE

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Canopy Summit 2022

Come get a closer look into comments & @mentions. See how these new features can improve efficiency, declutter your email, and contextualizing your...

11/10/22 LEARN MORE

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A Closer Look: Virtual Drive + Secure Links

Come get a closer look into the Canopy Virtual Drive and secure links. See how these new features can improve efficiency by streamlining your process...

10/19/22 LEARN MORE

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