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Choose the Right Document Management System for Your Firm

11/04/22 LEARN MORE
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Canopy Announces Annual Summit for Accounting Professionals on...

Draper, Utah - October 26, 2022

11/03/22 LEARN MORE
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Mobile Enhancements in Canopy

What's new: You need flexibility. Accessing Canopy on your mobile device makes it easier for you to take care of quick tasks like starting a timer and resending eSign requests....

11/02/22 LEARN MORE
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Document Management Best Practices Accountants Should Follow

Your document management system is a big part of your accounting firm’s success. At least you hope that it is. It could also be the weak spot that prevents your firm from growing....

11/01/22 LEARN MORE
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Common Accounting Mistakes New Business Owners Make

Starting a new business is a pretty exciting time for any new business owner. The idea that they are beginning something great empowers them to work their hardest and do their...

10/31/22 LEARN MORE
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Canopy Wins G2’s Fall Implementation Award

Get your drum rolls out and start drumming: Canopy’s Practice Management software for accounting firms just won a G2 Fall 2022 badge for Most Implementable! If you’re wondering...

10/28/22 LEARN MORE
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Profitability Report Enhancements in Canopy

What's new: We know how important it is to answer the question, “How profitable is my firm?” This new update provides an additional layer of detail in the profitability report,...

10/25/22 LEARN MORE
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Added Automation in Canopy Continues to Save You Time

What's new: We know that automation can help you save time and reduce human errors. This latest release has expanded the areas within Canopy that you can add automation rules to....

10/25/22 LEARN MORE
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Document Management at Accounting Firms: Exclusive Canopy Survey

Canopy commissioned an independent research firm to survey 150 US-based accountants related to document management practices in their firms. The margin of error for this study is...

10/25/22 LEARN MORE
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Comments & @Mentions Improve Internal Communication

10/25/22 LEARN MORE
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Internal Office Communication at Accounting Firms: Exclusive Canopy...

Canopy commissioned an independent research firm to survey 150 US-based accountants about office communication. The margin of error for this study is +/- 6% at the 95% confidence...

10/20/22 LEARN MORE
on demand
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A Closer Look: Virtual Drive + Secure Links

Come get a closer look into the Canopy Virtual Drive and secure links. See how these new features can improve efficiency by streamlining your process...

10/19/22 LEARN MORE
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An Accountant's Guide to Successful Document Management

Document management is a core element of every accounting project, but it can quickly become a headache if you don’t have a good system in place. Here are a few key things to keep...

10/19/22 LEARN MORE
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How Document Management Software Solves Headaches for Accounting Firms

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How to Get Free Transcripts Online

Are you an accountant who used to be able to pull transcripts for your clients using a third-party software, then sometime last year, that service stopped working—and now you have...

10/14/22 LEARN MORE

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