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Building the Ideal Team in Your Accounting Firm

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How to Write a Letter of Disengagement with Free Template

As a professional accountant, there may come a time when you need to end an engagement with a client. A conclusion to a client relationship could be due to several reasons, such...

3/15/24 LEARN MORE
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Ben Richmond on the Benefits of the Cloud and the Future Role of...

In this episode, Ben Richmond, the U.S. Country Manager for Xero talks about the benefits of shifting your accounting firm to the cloud. He also delves into the difference between...

3/13/24 LEARN MORE
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24 for 2024: New Workflow Templates with Automations

Updated Tax-Specific Accounting Workflow Templates: At Canopy, we’ve recently improved 24 of our accounting and tax workflow templates by adding helpful automations to save you...

3/12/24 LEARN MORE
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The Ultimate Guide to Accounting Practice Management Software

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Ten Ways to Fix Email at Your Firm

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10 Influential Women in Accounting 2024

In the spirit of International Women's Day, we continue to recognize and celebrate the contributions of women in the tax and accounting industry. This year, we're highlighting a...

3/08/24 LEARN MORE
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eSignature Templates

What's new: To enhance your experience and help you save time, we've introduced eSignature templates on Canopy. These templates enable you to easily add signature, initial, and...

3/04/24 LEARN MORE
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Feature Update: Knowledge-Based Authentication

Canopy’s eSign helps you securely and seamlessly create an authoritative and instant agreement between you and your clients on any of your documents, and it just got better. With...

3/04/24 LEARN MORE
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Everything You Need to Know About Canopy in 2 Minutes (Video)

One of our primary goals here at Canopy is to help accountants and tax pros save time. How exactly do we do that? By providing a firm-wide operating system that seamlessly...

3/04/24 LEARN MORE
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Using Data from Canopy Insights Improves Harvest Accounting Firm...

Profile: Harvest Accounting Firm, founded in August 2020, specializes in serving small family-owned and operated businesses across various industries. With a focus on businesses...

3/01/24 LEARN MORE
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Tax Return Checklist for Clients

With tax season officially started, you’re likely too busy to personally check in with every client to make sure they are prepared for their tax appointment. That’s why we’ve put...

2/29/24 LEARN MORE
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Liz Scott on Tech Selection: Empowering Accountants as Tech Advisors

In this episode of Canopy's Practice Success podcast, Liz Scott discusses the critical aspects of technology in accounting. She draws an analogy between selecting tech apps and...

2/28/24 LEARN MORE
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How to Reactivate Your Suspended e-Services Account

As a tax accountant, the IRS has provided you and other financial professionals with an impressive assortment of web-based tools that facilitate interaction. Known as e-Services,...

2/28/24 LEARN MORE
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Expense Management

What's New: We’re happy to announce the release of expense management in Canopy. As you incur expenses in your firm specifically related to clients, you can now record those...

2/27/24 LEARN MORE

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