Content Hub

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

5 Tips to Attract Clients to Your Accounting Firm

Facing challenges in attracting clients? Learn how to stand out in the competitive accounting industry and communicate your unique value effectively to drive business growth.

3 min read LEARN MORE

10 Best Practice Management Software for Accountants — 2024

Here are the top 10 accounting practice management softwares you need to keep an eye on for 2024

15 min read LEARN MORE

Appletree Business Services Modernizes Firm with Canopy

Discover how Appletree Business Services transformed their operations with Canopy, a centralized platform enhancing efficiency, collaboration, and client service. See how they've streamlined data management and boosted their productivity with Canopy's automated features.

3 min read LEARN MORE

Practice CS to Canopy: The Guide to Switching Practice Management Software

With supportive implementation and a user-friendly design, switching to Canopy isn't scary - it's simple. Learn how easy it is to make the switch, step by step, with this guide.

1 min read LEARN MORE

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Workplace Culture

How to Avoid Burnout During Busy Season

When you think of tax season, does burnout come to mind? I haven’t conducted a formal poll, but my guess is the answer would be “yes” for many CPAs and accountants. In preparing...

1/04/23 LEARN MORE

Tax Resolution

How to Successfully Negotiate Effective Tax Administration Cases

What is Effective Tax Administration?

1/02/23 LEARN MORE

Tax Preparation and Planning

Tax Season 2023 Individual Updates

The tax landscape is constantly evolving, and this year brings many changes and updates that can significantly impact your financial situation. We've covered you, from the...

1/01/23 LEARN MORE

Practice Management

The Easiest Way to Implement a New Practice Management Software

Hey, I get it. You’re not reading this article for fun. You’re reading because you’re worried about implementing a new practice management software for your accounting firm.

12/29/22 LEARN MORE

Featured

What is a WISP for Accounting and How To Get One

In accounting, WISP stands for Written Information Security Plan. A WISP is a document that accountants are required by law to create. A WISP is your strategy or game plan for...

12/23/22 LEARN MORE

Canopy Features and News

12 Days of Canopy

The Canopy team is excited to share the most impactful releases launched for you in 2022. In thetrue spirit of Christmas, sing along with a few of our Canopians here while...

12/21/22 LEARN MORE

Practice Management

5 New Year's Resolutions for Accountants in 2023

It’s almost time to ring in a new year and what better time to start fresh and improve yourself and your career? 2023 is going to be your year and it’s up to you to make the most...

12/21/22 LEARN MORE

Tax Preparation and Planning

It’s Time for Tax Law Updates – Individual

There’s an old saying that goes: “You can never step in the same river twice.” This is certainly true for tax seasons. Every tax season is a brand-new experience, simply because...

12/16/22 LEARN MORE

on demand

Webinars

A Closer Look: Communication in Context

Come get a closer look into comments & @mentions. See how these new features can improve efficiency, declutter your email, and contextualizing your...

12/14/22 LEARN MORE

Practice Management

Technology for Accounting Firms: How Tech Makes a Firm Stand Out

Incorporating the right technology into your accounting firm can set your firm apart from the competition, help you win new customers, and maintain loyalty of the customers you...

12/14/22 LEARN MORE

on demand

Webinars

Two Clicks to Transcripts

Come listen to Dawn Brolin discuss how she has benefitted from pulling years of her clients’ transcripts, as well as receiving proactive notices...

12/08/22 LEARN MORE

Canopy Features and News

83% of Advisory Accounting Professionals say Tracking Down Documents...

Draper, Utah - December 7, 2022

12/07/22 LEARN MORE

Tax Preparation and Planning

How to Renew Your PTIN in 15 Minutes

If you are one of more than 759,000 federal tax return preparers in the US, your Preparer Tax Identification Number (PTIN) will expire December 31. It must be renewed before you...

12/05/22 LEARN MORE

Practice Management

Accounting Software vs. Practice Management Software

Are you looking for accounting software or practice management software? Or, are you still not sure? Well, we can help! There’s actually a big difference between a practice...

12/02/22 LEARN MORE

Product Updates

2022 Organizer

What's new: Not only do you have an organizer that reflects the changes for the tax year, but we also have some major improvements to the organizer itself! Including the addition...

11/30/22 LEARN MORE