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Canopy (6)

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Accounting Practice Receives $35M Injection | Canopy

December 8, 2021 DRAPER, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, today announced its $35M Series BB, led...

12/08/21 LEARN MORE
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2 Easy Ways to Attract Millennial Clients to Your Accounting Firm

As national demographics shift, earning the business of millennials is increasingly important. In order to earn their business, you have to help millennials trust your accounting...

12/06/21 LEARN MORE
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3 Ways Accountants Can Improve Their Facebook Page

Facebook is currently the most popular social media platform with about 2.91 billion monthly users. Creating a Facebook page for your accounting firm will lead to greater...

11/15/21 LEARN MORE
on demand
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Canopy Innovation Summit 2020

Hear from customers who have cracked the code and have significantly boosted revenue by focusing on the modernization of their businesses. Our...

11/01/20 LEARN MORE
on demand
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Canopy Innovation Summit 2021

Check out our amazing and educational Canopy Innovation Summit video for 2021! This year has been amazing for us, and we plan on continuing to grow...

11/15/21 LEARN MORE
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Register Today for Canopy's 2021 Innovation Summit

The past year has been a whirlwind for accountants across the industry, leading to impressive innovation in the profession. Here at Canopy, we want to celebrate, highlight and...

11/03/21 LEARN MORE
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How to Use LinkedIn Groups to Grow Your Accounting Practice

So you want to be a LinkedIn superstar. You’re committed to curating a professional profile, connecting with all the right people, and occasionally even publishing fantastic,...

11/01/21 LEARN MORE
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3 Spooky Clients You Should Avoid This Halloween

Things are about to get scary this Halloween season, and we aren’t just talking about the haunted houses, spooky stories, or stomachaches from eating too much leftover...

10/28/21 LEARN MORE
on demand
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Trends From the 2021 Accounting Client Expectations Study

This webinar goes into depth on what clients are wanting to see more of from accountants. Lori Boyer dives in and explains the current trends, client...

10/27/21 LEARN MORE
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How to Build the Perfect Buyer Persona

Becoming a successful accounting firm depends on how well you know your clients and how your business can help solve their problems. If you don’t know your client type well, you...

10/06/21 LEARN MORE
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8 Ways To Encourage Your Clients to Pay on Time

Accounting practices are like most other small businesses when it comes to managing cash flow. If your clients aren’t paying what they owe you on time, you may have difficulties...

10/04/21 LEARN MORE
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Here’s What’s New at Canopy (and a Sneak Peek at Features Coming Soon)

Here at Canopy, we love getting feedback from our users and making our product even better! Every quarter, we host a First Look webinar, where you can see all the new features...

9/30/21 LEARN MORE
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8 Ways to Help Small Business Clients be Financially Successful

As an accountant, you work with a variety of clients with different needs. One group of clients that can help you grow your business and expand your service offering is small...

9/23/21 LEARN MORE
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Free CE & CPE: Learning All About Amended Tax Returns

Even the best enrolled agents, CPAs and other tax professionals can end up making a mistake on a tax document that has already been filed. Luckily, you can amend returns! Looking...

9/22/21 LEARN MORE
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It's Finally Here! Register Today for the 2021 Innovation Summit

The past year has been a whirlwind for accountants across the industry, leading to impressive innovation in the profession. Here at Canopy, we want to celebrate, highlight and...

9/20/21 LEARN MORE

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