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.
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...
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...
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...
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...
Imagine having a single, powerful tool to maximize the return on investment of every aspect of your firms operations. A practice management platform...
Engagement letters are the foundation of the legal relationship between tax professionals and their clients. They are letters that, once signed by both you and your client,...
So your practice has a website. In fact, you have more than just a website. You have listings on Google Local and Yelp. You have a Facebook page for your business. You might even...
Do you struggle with networking? The thought of making small talk with complete strangers may make you uncomfortable or even downright terrified. You know that meeting new people...
📣 It's Giveaway Time! 📣 We just unveiled our new Advanced Document Management capabilities this week! Now with Canopy, you can manage all of your documents in our platform,...
In this webinar, industry experts Shawn Flattery and Alex Roytenberg share their personal experiences managing accounting firms focused on Client...
June 29, 2021 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, announced it has received $11 million in new...
An important piece of developing long-lasting relationships with clients is an effective checking-in method. There are different kinds of client follow-up for the different stages...
Want to learn more about all of the awesome things we built for you during tax season? Hear from a few of our product managers about the exciting new...
While attracting new customers is always a major goal for any small business, it’s just as important to learn how to keep those customers. One of the best ways to do this – and in...
Successful firms don't take chances with their client interactions—rather, they are methodical in their approach to client management. In this...
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