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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...

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...

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...

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...

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...

Dillon Business Advisors: Building a Flexible Accounting Firm with...

From Clunky to Streamlined with REB CPA

Tavola Group Eliminates Deadline Stress with Canopy Templates

We Are What We Do: 7 Shifts to Build the Firm You Actually Want

Accounting firms are in the middle of a massive shift. The tools are changing, the expectations are higher, and the old ways of working just don’t line up with the firm we want to...

How Top Accounting Firms Onboard Clients in Half the Time

Be honest, have you ever thought, “Maybe I just won’t take new clients for a while”? Many firms have hit that wall. The one built from half-completed intake forms, missing W-2s,...

Building the Firm and Life of Your Dreams