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.
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...
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...
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...
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...
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...
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...
Networking is not something that comes naturally to many people, but it’s a necessary part of running and growing a small business, and CPA practices are no exception. If you’re...
Woo-hoo! It's time to celebrate — we are done with yet another tax deadline this year. With Sept. 15 behind us, it's time to take a quick break and recognize all the hard work...
Want to learn more about all of the awesome things we built for you over the last few months? Hear from a few of our product managers about the...
When anyone sets out to start a business, it's normal to feel a little overwhelmed ― it seems like there are as many ways to run a business as there are minivans in the Costco...
There’s nothing quite like that feeling of landing the perfect new client. Not only is it great to watch your accounting practice grow, but there’s something about the chance to...
If you’re thinking about developing a social media strategy for your accounting firm, you’re on the right track to boosting your marketing efforts. But before you focus on a...
Building strong client relationships in your accounting firm is one of the most important things you can do to have a successful business. Happy clients who keep coming back for...
June 29, 2021 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, announced that it has integrated with...
Check out hosts Lori Boyer and Michael Salmon as they break down what Practice Management really means and how having a cloud-based software system...
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