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Finding the Best Document Management System for Your Accounting Firm

If you want to grow your accounting business, win new customers, and continue to provide an amazing service then having a talented team by itself might not be enough. You’re going...

6 min read LEARN MORE
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Practice Management: The Employee Relationship Way

Practice management is all about finding the most efficient ways to optimize and achieve your business goals. Effective practice management is the foundation of your accounting...

2 min read LEARN MORE
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The Ultimate Practice Management Checklist: A Step-by-Step Guide to...

You know you need a better way to manage your accounting firm from client onboarding through each step of your client engagements to transparent...

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How to Level Up Your Accounting Firm in 8 Easy Steps

You’ve got the employees, skills, and clients in place to run a great accounting practice. But even the best team fails to operate at its fullest potential if the right systems...

5 min read LEARN MORE
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Get eSignatures Faster with Canopy Secure Links

What's new: You’ll be thrilled to know that Canopy users with a license to the Document Management module can now share an eSignature request to users with or without a client...

2 min read LEARN MORE
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What are the Benefits of a Document Management System for Accountants?

A sharp, well-organized document management system benefits your accounting firm in important ways. An upgraded, industry-leading document management system will bring 3 massive...

5 min read LEARN MORE
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How to Keep Your Clients' Data Secure

In today’s work landscape, security is—or at least should be—a big deal for everyone. In the accounting world, security is especially important, considering accountants are the...

4 min read LEARN MORE
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Seamlessly Link Time Entries to Any Invoice

What's new: We’re pleased to share that recording time on invoices is now more flexible and easier to manage. Users with a license to the Time & Billing module can now associate...

1 min read LEARN MORE
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Save More Time with Canopy’s Automated Workflow Templates

What's new: Recently we released the ability to automate tasks, subtasks, and client requests as subtasks within the Canopy Workflow module. We’re excited to share that you can...

3 min read LEARN MORE
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How Accountants Can Leverage Accounting Practice Management Software

How can accountants leverage practice management software to be more efficient? Three things. One, they can learn what accounting practice management software is and what it’s...

5 min read LEARN MORE
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Integrations Your Accounting Practice Management Software Needs

The right software integrations can cut costs, increase productivity, and expand seamless communication across your accounting firm. Looking for the right practice management...

3 min read LEARN MORE
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Prizes and Awards: Looking the Gift Horse in the Mouth

Is it a gift, a prize, or an award? That’s the question! The IRS would like the taxpayer to receive a prize or an award because that’s taxable income. The taxpayer, on the other...

1 min read LEARN MORE
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Get More with Canopy’s QuickBooks Online Integration Enhancements

What's new: With Canopy, you can now sync more valuable fields and information from QuickBooks Online (QBO):

1 min read LEARN MORE
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§529 Plans, American Opportunity, & Lifetime Learning Credits

We all know that paying for higher education is a huge drain on any family’s resources. Happily, the tax code provides a wide variety of ways to help families pay for that higher...

1 min read LEARN MORE
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Easily Switch Between Canopy Accounts Across All Modules

What's new: Canopy now supports multi tenant users. A tenant is an instance or account that is separate from another. For example, if a client has both a tax accountant and a...

1 min read LEARN MORE

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