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Canopy

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🎓 Canopy Classroom: Smart Start: Intake Workflows That Work for You

Streamline Intake. Power Your Workflow. Let AI Do the Heavy Lifting.

1/06/26 LEARN MORE
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🎓 Canopy Classroom: Profitable Proposals: Next-Gen Engagements That...

Speaker: Engagements are where clarity meets revenue—and your proposal structure sets the tone.

12/17/25 LEARN MORE
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Canopy Unveils Interactive Community to Help Firms Learn,...

SALT LAKE CITY – November 12, 2025 – Canopy, the leading all-in-one, AI-powered practice management platform for accounting firms, has launched a customer community to help...

11/13/25 LEARN MORE
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Canopy Unveils Industry-First Built-In AI Intake, Plus a Significant...

SALT LAKE CITY – October 16, 2025 – Canopy, the leading all-in-one practice management platform built for modern accounting firms, today introduced AI questionnaires as part of...

10/16/25 LEARN MORE
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Canopy Smart Intake Expands to Include AI-Driven Document Requests

Create a custom request list in seconds with information already in Canopy SALT LAKE CITY –September 16, 2025 – Canopy, the leading all-in-one practice management platform built...

9/16/25 LEARN MORE
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Canopy Unveils Native AI-Powered Smart Intake Capability to Eliminate...

SALT LAKE CITY — July 22, 2025 — Canopy, the leading all-in-one practice management platform built for modern accounting firms, today announced Smart Intake, a fully native...

7/22/25 LEARN MORE
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Canopy Secures $70 Million Series C to Unclunk Accounting Firms with...

SALT LAKE CITY — [April 23, 2025] — Canopy, the firm-wide operating system designed to help accountants operate the accounting firm of the future, has announced a $70 million...

4/23/25 LEARN MORE
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Unlocking Hidden Capacity: How to 10x Your Firm’s Profitability

Speaker:

5/01/25 LEARN MORE
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Why Prioritizing Wellness This Tax Season is a Game Changer

Hosted by:

2/24/25 LEARN MORE
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Increase Profits while Embracing the 40-Hour Model

11/11/24 LEARN MORE
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Canopy Summit 2024

Hosted by: Canopy CEO Davis Bell

11/14/24 LEARN MORE
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Charting the Future of Accounting

Panelists: Gail Perry, Editor, CPA Practice Advisor Roger Knecht, PB, PGE, VB, President, Universal Accounting Kyle Whittle, Director of Customer...

9/12/24 LEARN MORE
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Canopy: Your Firm-Wide Operating System Series

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Step Into the Golden Age

The Golden AGE (Average, Good, Excellent) Model for Talent Management - Growing your firm is not a linear process. In fact, in order to succeed over...

7/18/24 LEARN MORE
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How to Build a Profitable Advisory Practice in 6 Steps

Speaker: Sean Duncan

8/01/24 LEARN MORE

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