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.
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...
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...
Speaker: Sean Duncan, President & Founder of SMD Consulting & Accounting, LLC
Come get a closer look into diving into data on your clients, tasks, capacity, and time. We'll explore how you can quickly spot trends, set up...
In this webinar “Lies Accountants Tell Themselves”, our panelists discuss Canopy’s recent 2023 Accounting Practice Management Survey and how some of...
In this webinar, Jason Blumer, CPA, discusses the contrast between service and operations in accounting firms. Learn all the critical operational...
So, you’re good with numbers. That’s great. Crucial, even. But how are you at…communicating? Because that’s what’s going to set you apart from other...
The dynamic nature of practice management in accounting has sparked widespread interest, driven by its constant evolution. Gain valuable insights...
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...
In our recent webinar, "A Guide for 2023 Tax Season Individual Updates", we provided a quick guide to understanding the updates for the 2023 tax season and highlighted some ways...
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...
According to SUMO, the average financial return for email marketing is $44.25 for every $1 spent! Still think email marketing shouldn’t be a priority for your tax practice during...
Your success as a tax professional requires numerous hours of continuing professional education but it’s not always easy to find time to take courses. However, those hours of...
What is Effective Tax Administration?
The Canopy team is excited to share the most impactful releases launched for you in 2022. In thetrue spirit of Christmas, sing along with a few of our Canopians here while...
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