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.
With our newest feature, you can tailor Canopy to your brand’s look and feel for a more professional client experience. From your client portal to your invoices, you’ll be able to...
Technology changes at a rapid pace, and companies across the globe are constantly evolving to keep up with modern movements. Such advances can propel today’s accounting and tax...
Businesses across the United States are working hard to attract and retain members of the millennial generation. Accounting and tax firms especially need to offer services and...
By now you’ve probably seen or heard of cloud accounting software at association meetings, trade shows, and online. Cloud-based tools may be one of the most impactful developments...
For accounting students everywhere, school is back in full swing. Whether you’re in your first semester of accounting classes or your last, it’s important to remember the end...
Just want fast access to free, high-quality CE and CPE courses? Check out Courses by Canopy. 1. American CPE, “Attracting Clients to Your CPA Firm” Format: Self-Study
When your clients come to you and wonder what they can do to save money when it comes to paying taxes, you can recommend tax planning services. Many taxpayers aren’t aware of how...
Facebook is currently the most popular social media platform with more than 2.19 billion monthly users. Creating a Facebook page for your tax practice will lead to greater...
Canopy’s time tracking just became more robust with the addition of a dashboard that shows time and revenue metrics across your practice. You’ll now be able to analyze data to...
If you’re thinking about developing a social media strategy for your tax practice, you’re on the right track to boosting your marketing efforts. But before you focus on a specific...
When your client calls you in a panic about getting a “bill” from the IRS for underreported taxes, chances are they’ve received the CP2000 Automated Underreporter notice. The...
To renew your Enrolled Agent (EA) credentials with the IRS or to meet the CPE requirements for CPA licensure renewal in your state, you must acquire enough approved continuing...
We teamed up with Jason Blumer of Blumer CPAs and Thriveal to write an ebook series about running a virtual tax practice. You can now download the full series as a package. The...
Twitter can be a great platform for networking, expanding your online presence, and increasing awareness among potential clients—if used effectively. If not, it can turn into a...
Now that one of the biggest pieces of tax legislation in more than 30 years is in effect, it is generating a lot of questions and concerns for taxpayers, both individuals and...
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