Canopy (7)

Leverage Your Network and Grow Your Accounting Firm in 5 Easy Steps

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...

9/17/21 LEARN MORE
2021 Tax Deadlines in GIFs

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...

9/16/21 LEARN MORE
on demand
Canopy First Look Webinar - September 2021

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...

9/05/21 LEARN MORE
6 Simple Steps to Make Your Accounting Practice a Success

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...

9/14/21 LEARN MORE
3 Things You Should Do With New Clients

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...

9/08/21 LEARN MORE
4 Ways Accounting Professionals Can Boost Their Social Media Presence

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...

9/07/21 LEARN MORE
How to Build Strong Client Relationships at Your Accounting Firm

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...

8/31/21 LEARN MORE
Canopy Announces Robust Integration with QuickBooks Online

June 29, 2021 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, announced that it has integrated with...

8/25/21 LEARN MORE
on demand
How to Leverage Cloud Based Practice Management Software with Canopy

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...

8/24/21 LEARN MORE
What To Do If Your Client Gets an IRS Notice

Getting an IRS notice in the mail is probably one of the more frightening tax-related things that can happen to most of your clients. Often, taxpayers are so overwhelmed by the...

8/24/21 LEARN MORE
Free CPE: How to Leverage Cloud-Based Practice Management Software

Practice management has become an integral part of running a successful accounting firm. Through the use of modern technology, firms are able to nimbly balance the needs of...

8/18/21 LEARN MORE
EA vs. CPA: Clarifying The Difference In Tax Roles

It's clear you want to be the best you can be, professionally, and a big part of unlocking your potential in the accounting industry is earning certain certifications. Many...

8/02/21 LEARN MORE
Best Practices for Retaining Clients at Your Accounting Firm

You can’t expect to retain clients without a strong relationship with your clients. Always get to know who they are as a person and identify what their needs are early on in the...

7/29/21 LEARN MORE
on demand
How to Handle When Key Staff Leave

When a partner or even an admin at a small firm parts ways, what often leaves with them is more than the relationships they formed. Key information...

7/26/21 LEARN MORE
Get Free CPE Credits and Learn About 2021 Tax Law Updates

The American Rescue Plan Act of 2021 (ARPA) was signed into law on March 11, 2021, just barely after the Consolidated Appropriations Act of 2021 (CAA) was signed into law December...

7/20/21 LEARN MORE

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