Workflow

Why Accountants Need Engagement Letters for Business & Engagement...

Accountability Services: Modern Excellence in Accounting with Canopy

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...

How Terrell Turner Manages His Team and Streamlines Workflow

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...

AI in Accounting: Tackling Fears, Showcasing Benefits

Understanding the Hesitancy The rise of artificial intelligence (AI) has sparked both excitement and apprehension across various industries, including accounting. As an...

Reducing the Friction From Your Firm's Workflow

John Mitchell and Darren Root discuss the importance of reducing friction in workflow within firms. They highlight the concept of friction and its impact on client experience and...

10 Reasons Canopy Will Make Your Accounting Firm Wildly Efficient

Essential Change Management Strategies for Accountants

The off-season is when you can examine how your tax season went and reflect on changes you can make for the next season. Sometimes, those changes are significant — new tech stack,...

Accounting Templates: A Canopy Guide

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,...

4 Techniques for Maximizing Firm Productivity with Canopy

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,...

5 Keys to Success in the Evolving Accounting Industry

The accounting industry is undergoing significant changes in today's fast-paced and technology-driven world. Integrating AI and technological advancements presents challenges and...

2023 Tax Season: the Numbers, the Challenges, and the Wins

In the fast-paced accounting environment, practice management software has become essential for efficient operations and streamlined workflows. The success of any software...

Canopy Partner Connect

At Canopy, we understand how critical it is to have access to trusted and reliable partners who can help you achieve your goals. To assist you in finding the missing piece to your...

Retaining and Recruiting Talent in Accounting Firms: 5 Proven...

With many accountants quitting in the past two years and the dwindling number of college students entering the accounting field, there is an increased focus on employee retention...

Save More Time with Canopy’s Automated Workflow Templates

What's new: Recently we released the ability to automate tasks, subtasks, and client requests as subtasks within the Canopy Workflow module. We’re excited to share that you can...

3 Genius Reasons to Automate Your Accounting Workflow

Accounting workflow software is an investment, and before going all in, you’d probably like to know what the return will be. The vague, non-technical, CliffsNotes answer to that...