Content Hub

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

AI in the Accounting Industry: Capabilities and Limitations

Discover the impact of AI in accounting: from automation to fraud detection. Learn what AI excels at and its limits in transforming the industry.

3 min read LEARN MORE

10 Best Practice Management Software — 2024

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

15 min read LEARN MORE

24 for 2024: New Workflow Templates with Automations

we’ve recently improved 24 of our accounting and tax workflow templates by adding helpful automations to save you and your firm time

2 min read LEARN MORE

Building the Ideal Team in Your Accounting Firm

Experience isn't everything. Discover the secrets to building the perfect team for your accounting firm with insights from Jason Blumer, CPA, CEO and Founder of Blumer CPAs.

1 min read LEARN MORE

Get Our Latest Updates & News by Subscribing.

FIND US ON

Product Updates

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

CPE

§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

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

Practice Management

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

Webinars

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

Marketing Your Practice

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

Workflow

3 Genius Reasons to Automate Your Accounting Workflow

Accounting workflow software is an investment, and before going all in, you’d probably like to know what the return will be. The vague, non-technical, CliffsNotes answer to that...

8/02/22 LEARN MORE

Industry News

Your Favorite Accountants in Pop Culture

Have you ever wondered how the rest of the world views your job? Entertainment can sometimes give us a peek through that window. Usually, when we want to plug into TV or movies,...

7/27/22 LEARN MORE

Product Updates

Save Time with Canopy Invoice Reminders

What's new: We’re excited to share that Canopy users—with a Time & Billing license—now have access to set up invoice reminders to send to their clients. No more manually following...

7/26/22 LEARN MORE

Workplace Culture

A Holistic Approach to Diversity

Diversity and inclusion (D&I) efforts in many organizations are starting to lose momentum. The reasons vary widely—from narrowly defined strategies, unclear goals, or emphasizing...

7/25/22 LEARN MORE

Document Management

Simplify File Management With Canopy’s Virtual Drive

What's new: Canopy users with a Document Management license will now have access to download the Canopy Virtual Drive powered by ODrive. This new feature will give users access to...

7/22/22 LEARN MORE

Workflow

What Automation Can Do For Your Accounting Firm

Across all industries, businesses will run into necessary yet time-consuming repetitive tasks. The same is true for those in the accounting industry. So, what can you do to ease...

7/20/22 LEARN MORE

Canopy Features and News

Canopy Enhances Accounting Practice Management Suite with New...

Draper, Utah — Canopy, the leading cloud-based practice management platform for accounting professionals, today announced the availability of new automation enhancements to its...

7/20/22 LEARN MORE

Product Updates

Workflow Automation Now Available For Tasks & Subtasks

What's new: With Canopy’s Workflow module, you can now save time and reduce the mental load that goes into your work by automating specific rules related to your tasks and...

7/19/22 LEARN MORE

Client Relationships

6 Ways Accounting Firms Can Successfully Retain Clients

For any business looking to grow, finding new customers and retaining existing ones is the lifeblood of their business, and accounting firms are no different.

7/19/22 LEARN MORE