Content Hub

Your all-in-one practice management hub for blogs, ebooks, webinars and Canopy case studies.

Rusty Fullings Journey - From Burnout to Balance

Rusty Fulling offers valuable advice for fostering connection and success in a remote work environment.

10 Tips to a Successful Year-End Closing

Wrap up year-end confidently in QuickBooks Online! These 10 tips help you close books smoothly, manage accounts, and prepare accurate financial reports.

4 min read LEARN MORE

2024 Product Release Review

Review the 2024 product updates, including new features like client grouping, QBO Payments integration, eSign templates, and workflow automation.

6 min read LEARN MORE

The Guide to 2025 Tax Season - Business Updates

Identify and comprehend the latest updates and changes in tax laws for the upcoming 2025 tax year.

14 min read LEARN MORE

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Webinars

🎓 Canopy Classroom: Smart Start: Intake Workflows That Work for You

Streamline Intake. Power Your Workflow. Let AI Do the Heavy Lifting.

1/06/26 LEARN MORE

Blogs

The Future of Firm Pricing: A Guide to Creating Tiered Service...

I’d like to talk about a mistake most accounting firms make:

12/04/25 LEARN MORE

Client Relationships

Dan Hood: Blockchain Fizzled, AI Won’t

Accounting Today’s Editor in Chief, Dan Hood, joins KC Brothers to break down the major trends shaping the future of the accounting profession. From the slow adoption of cloud...

12/03/25 LEARN MORE

upcoming

Webinars

🎓 Canopy Classroom: Profitable Proposals: Next-Gen Engagements That...

Speaker: Engagements are where clarity meets revenue—and your proposal structure sets the tone.

12/17/25 LEARN MORE

on demand

Webinars

How to Lead Your Firm Into the 21st Century

Does your firm embrace change, or avoid it until it's too late? Modernizing your firm isn't just about adopting new technology. Real transformation...

11/20/25 LEARN MORE

Practice Management

5 Steps for Successful Accounting Practice Management Implementation

Implementing accounting practice management software can transform your business. It streamlines operations and enhances productivity. But success requires careful planning and...

11/24/25 LEARN MORE

Workflow

Smart Intake is Setting a New AI Standard for Accounting Workflows

Before any real accounting work begins, every firm faces the same familiar hurdle: gathering client information. Whether it’s collecting W-2s, investment statements, or charitable...

11/21/25 LEARN MORE

upcoming

Featured

The Guide to 2026 Tax Season: Individual Updates

Speaker:

12/16/25 LEARN MORE

Product Updates

Product Update: Capacity Planning

What's New Canopy’s newest Capacity Planning release gives firm leaders a faster, smarter way to visualize and balance workloads in real time. The addition of a drag-and-drop...

11/19/25 LEARN MORE

Client Relationships

How Credfino Helps Firms Scale Smarter: Insights from Dheeraj Pandey

In this episode of the Canopy Practice Success Podcast, host KC Brothers sits down with Dheeraj Pandey, co-founder of Credfino, a rapidly growing firm that supports more than 100...

11/19/25 LEARN MORE

Practice Management

Workflows, Not Workarounds: The Hidden Cost of Integrations

Switching tools. Managing multiple logins. Trying to figure out where to get help when something breaks. That’s the cost of software built on endless integrations. Karbon’s...

11/14/25 LEARN MORE

on demand

Webinars

Canopy Summit 2025

Canopy Summit 2025 was one for the books! Watch the replay to hear insights from Jason Staats, get a first look at Canopy’s product roadmap, and...

11/13/25 LEARN MORE

Canopy Features and News

Canopy Unveils Interactive Community to Help Firms Learn,...

SALT LAKE CITY – November 12, 2025 – Canopy, the leading all-in-one, AI-powered practice management platform for accounting firms, has launched a customer community to help...

11/13/25 LEARN MORE