Blog | Industry News, Updates, & Features | Canopy

A Closer Look: Engagements & Proposals

Come get a closer look into Canopy's Engagements & Proposals, the first ever natively built Engagements functionality in a practice management...

12/19/23 LEARN MORE

upcoming

Webinars

The Guide to 2024 Tax Season-Individual Updates

Join for 1 CPE credit

12/07/23 LEARN MORE

Press Room

New Canopy Engagements Enables Accounting Professionals to Automate...

Nov. 16, 2023 (Draper, UT):Canopy, provider of industry-leading accounting practice management software announced today the launch of Canopy Engagements, a customizable and...

11/15/23 LEARN MORE

Blogs

Randy Crabtree on Mental Health Awareness

In this episdoe, Randy Crabtree, co-founder and partner at Trimerit, talks about his career journey and the founding of his tax firm. He shares how he transitioned from computer...

11/15/23 LEARN MORE

on demand

Webinars

Tips for Managing Capacity During Tax Season with Jason Blumer

Presented by: Jason Blumer, CPA It's that time again to begin exploring ways we can manage tax season, stay sane, and still be intentional about how...

11/28/23 LEARN MORE

Practice Management

Financial Statements and Informed Business Decisions: A Guide to...

Understanding an organization's financial health is akin to deciphering a foreign language. This language communicates the story of a company's operations, profitability, and cash...

11/10/23 LEARN MORE

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Webinars

Canopy Summit 2023

Canopy’s 2023 Summit will highlight product improvements from the past year as well as what to expect from the Canopy roadmap in 2024.

12/04/23 LEARN MORE

on demand

Webinars

The Future is Now: How to Modernize Your Firm Today

Wanting to modernize your firm but unsure of where to start? Unsure of what "modernize" even means? In this webinar hear from Terrell Turner, CPA and...

12/04/23 LEARN MORE

on demand

Webinars

Canopy Demo Sweepstakes

Discover how Canopy has revolutionized the operations of accounting firms similar to yours by automating intricate workflows, enhancing client...

12/04/23 LEARN MORE

Blogs

Sean Duncan on the Transformation of Traditional Accounting and Role...

In Episode 2 of the Practice Success Podcast Sean Duncan, CPA from SMD Accounting shares his journey from corporate accounting to starting his own firm and the pivotal moment when...

11/01/23 LEARN MORE

Marketing Your Practice

Gaynor Meilke on People-Centric Accounting and Technology Friendly...

Looking for a new podcast for accountants? Canopy just released our 12-part accounting podcast called the Practice Success Podcast! Learn more and listen below! In Episode 1 of...

11/01/23 LEARN MORE

on demand

Webinars

Turning Connections Into Clients

Learn how to cut through the noise and find your ideal clients, start conversations with them, and turn them from "Who are you?" to "How can we work...

10/24/23 LEARN MORE

on demand

Webinars

Business Metrics: You're Tracking Data, But Are You Improving?

Canopy data experts, KC Brothers, and Malcolm Felt will discuss better ways to track your data and interpret it to improve your business. Whether you...

12/04/23 LEARN MORE

on demand

Webinars

A Closer Look: Roles

See how powerful tools can help you get more work done with less confusion and coordination, clearer assignments, and work queues. We'll show you how...

12/04/23 LEARN MORE

on demand