Content Hub

What’s New at Canopy: Fall 2025

The Past 6 Months Over the past six months, we’ve been focused on unclunking firm workflows, simplifying client engagement, and giving your team more ways to work smarter. From...

The Engagement Toolkit

How MillerMusmar CPAs Switched to Canopy During Tax Season

The all-new Engagements is here. Get ready to win more business.

What’s New Canopy is redefining engagement management and raising the bar for the entire accounting profession with the launch of the all-new Engagements. We’ve transformed Canopy...

Why Time Tracking Software Is a Game-Changer for Growing Accounting...

If you run an accounting firm that’s grown beyond a handful of staff, you already know this: time is your inventory. Misplace it, and you lose money. Misprice it, and you leave...

Why Every Accounting Firm Needs an AI-First Strategy (and How to...

Accounting is changing fast, and AI is leading the charge. Terrell A. Turner (Co-founder and CEO of TL Turner Group, and creator of the Golden A.G.E. Framework) has seen firsthand...

Dave Spence: Turning Tax Planning into Financial Freedom

In this episode of Canopy Practice Success, host KC Brothers sits down with Dave Spence, a CPA turned financial planner with decades of experience in both public accounting and...

Jason Staats: AI, finding your niche, and leveling up your tech stack

In this episode of Ask Jason Staats Anything, Canopy CEO Davis Bell sits down with industry thought leader Jason Staats to explore the future of accounting firms. The conversation...

A Pathway to Professional Freedom: The Case for Simplicity

The Wake-Up Call We Didn’t Expect When COVID arrived, it forced firms everywhere into an unplanned experiment. Overnight, offices shut down, teams went remote, and clients...

Canopy's Smart Intake Playbook

Canopy Smart Intake Expands to Include AI-Driven Document Requests

Create a custom request list in seconds with information already in Canopy SALT LAKE CITY –September 16, 2025 – Canopy, the leading all-in-one practice management platform built...

The Ultimate Comparison Guide to Accounting Firm Practice Management

Product Update: AI Document Request Lists

What's New Smart intake just got smarter! With AI Document Request Lists, you can now create unique requests for clients one by one or in bulk. Use a prompt, template, or file to...

What If Every Client Was Actually Awesome?

Imagine this for a second: every client you work with is a dream. Like, actually a dream.