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Canopy vs CCH Axcess: What Today's Firms Need

With so many solutions promising to streamline your accounting, tax, advisory, bookkeeping, and audit workflows, it’s easy to get lost in lists of features.

Ryan Lazanis: Building a Future-Ready Accounting Firm

In this episode of Canopy Practice Success, host KC Brothers interviews Ryan Lazanis, founder of Future Firm, about what it really takes for accountants to build scalable,...

All-in-One vs. Integrations: Which Practice Management Software is...

Accounting firms have access to more technology than ever before, but it hasn’t necessarily made things easier. In fact, for many firms, it’s made things harder. Instead of...

Canopy vs Practice CS

Your firm doesn’t need more software—it needs better software. If you’re deciding between Canopy vs Practice CS, the goal probably isn’t more features for the sake of features....

How to Align Strategy and Goals in Multi-Owner Accounting Firms

There are two types of leadership teams at multi-owner firms. One stalls growth with too many cooks in the kitchen. The other combines strengths to become a strategic force. You...

How to Fix Email at Your Firm

Adam Lean: Accounting with Impact, How to Become Indispensable

In this episode, Casey Brothers interviews Adam Lean, who shares his unique journey from being an accountant to starting his own CFO advisory practice. Adam discusses the...

The Rise of Private Equity in Accounting

Over the past few years, something unusual has been happening in accounting. Private Equity (PE) firms, known for buying fast-growing tech startups and manufacturing...

Product Update: Document Request List

What's New Canopy has enhanced your ability to clearly communicate with your clients. In addition to client requests, eSignatures, questionnaires, and payment requests, you can...

3 Strategies for Running a Well-Oiled Accounting Firm

There’s no shortage of advice on how to grow an accounting firm, but very few leaders break it down like Jason Blumer. Drawing from decades of experience running his own firm and...

Bianca Ferguson on Empowering Growth Through Technology

In this episode of Canopy Practice Success, Bianca Ferguson shares her journey of becoming a trailblazing leader in the accounting industry. Starting as a teenager learning the...

The Power of Standardization: How Accounting Workflow Templates Can...

Introduction: The Chaos of Inconsistency For many accounting firms, the biggest bottleneck isn’t the work itself—it’s the inefficiencies that surround it. Constantly chasing down...

Canopy Unveils Native AI-Powered Smart Intake Capability to Eliminate...

SALT LAKE CITY — July 22, 2025 — Canopy, the leading all-in-one practice management platform built for modern accounting firms, today announced Smart Intake, a fully native...

Product Update: Smart Intake Is Here

Simplify Onboarding, Speed Up Workflows We’ve officially launched Smart Intake, the next evolution of client onboarding for modern accounting firms. Built to eliminate bottlenecks...