blog_post_thumbnail
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...

9/07/22 LEARN MORE
blog_post_thumbnail
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...

9/07/22 LEARN MORE
blog_post_thumbnail
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...

9/01/22 LEARN MORE
blog_post_thumbnail
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...

8/31/22 LEARN MORE
blog_post_thumbnail
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...

8/31/22 LEARN MORE
blog_post_thumbnail
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...

8/26/22 LEARN MORE
blog_post_thumbnail
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...

8/25/22 LEARN MORE
blog_post_thumbnail
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...

8/23/22 LEARN MORE
blog_post_thumbnail
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...

8/22/22 LEARN MORE
blog_post_thumbnail
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):

8/18/22 LEARN MORE
blog_post_thumbnail
§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...

8/18/22 LEARN MORE
blog_post_thumbnail
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...

8/17/22 LEARN MORE
blog_post_thumbnail
Why Accountants Should Be Using the Cloud

Cloud computing is the process of delivering hosted services using the internet. In a short time, cloud computing has emerged as an efficient and advanced way to boost the success...

8/15/22 LEARN MORE
on demand
blog_post_thumbnail
How a CAS Model Will Sustain Accounting Firm Profit Through Economic...

Partners in accounting firms are working harder and more than ever sacrificing the quality of life while not being rewarded for the value they...

8/09/22 LEARN MORE
blog_post_thumbnail
Why Your Accounting Firm Needs a Blog and How To Get Started

Content marketing is a tool that can help increase traffic to your website, build trust with your audience and boost SEO rankings. Let’s take a look at how these things can be...

8/09/22 LEARN MORE

They like us. They really really like us.

Based on 1000+ reviews across these platforms

G2
45 stars

4.6 stars on G2.com

capterra-icon-1
45 stars

4.5 stars on Capterra

getapp-icon-1
45 stars

4.5 stars on GetApp