Content Hub

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

BookSmarts Tax & Accounting Services: Maximizing Efficiency and Quality

BookSmarts Tax & Accounting Services is a year-round small business accounting firm that used Canopy to provide real-time visibility into every project.

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AI is Here — Should Your Firm Embrace It?

Integration of technology, specifically artificial intelligence (AI), means that accounting professionals must adapt and adopt tools to stay relevant.

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Why Your Office Should Host a Pumpkin Carving Contest

Seasonal activities are a great way to boost employee morale and build your company culture. Not sure where to start? We've got you covered.

5 min read LEARN MORE

Stop Resisting Change & Start Controlling It

Learn solid strategies and principles on how to manage change from big, firm-impacting decisions to smaller changes that may only impact you.

1 min read LEARN MORE

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Product Updates

Client Record Templates

What's new: We understand that firms often have a standardized framework that their clients adhere to, and they require an efficient method to assign client records to predefined...

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Practice Management

4 Techniques for Maximizing Firm Productivity with Canopy

In the ever-evolving landscape of financial services, staying ahead requires expertise and the right tools to streamline operations and elevate client experiences. James Merante,...

3 min read LEARN MORE

Webinars

Lies Accountants Tell Themselves

In this webinar “Lies Accountants Tell Themselves”, our panelists discuss Canopy’s recent 2023 Accounting Practice Management Survey and how some of...

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Product Updates

Know More About Your Practice Using Insights

What's new:

1 min read LEARN MORE

Marketing Your Practice

Top 3 Business Best Practices of a Well-Oiled Accounting Firm

In our recent Canopy webinar we dove into 3 key topics that can allow firms to make more money and scale their organizations more sustainably. There are so many ways a firm can...

5 min read LEARN MORE

CPE

Tax Filing Statuses: The Important Decision Impacting Your Tax Return

When it comes to preparing a tax return, the most crucial decision is determining the client's filing status. There are five different filing statuses: single, married filing...

1 min read LEARN MORE

Marketing Your Practice

5 Keys to Success in the Evolving Accounting Industry

The accounting industry is undergoing significant changes in today's fast-paced and technology-driven world. Integrating AI and technological advancements presents challenges and...

3 min read LEARN MORE

CPE

Reporting Investment Income from Securities

Many of our clients are heavily invested in the stock market. While we count on the brokerage statements to help us report their income correctly, it’s imperative that we have a...

2 min read LEARN MORE

Webinars

Get Paid Faster- And Other Methods and Practices For Running A Well...

In this webinar, Jason Blumer, CPA, discusses the contrast between service and operations in accounting firms. Learn all the critical operational...

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Product Updates

Using Roles to Build a Work Queue

What's new: Create custom roles to help manage team assignments. Use these roles to populate a client record template for easy client creation. Or use the roles on a client...

1 min read LEARN MORE

Press Room

Canopy Insights Advances Practice Management Analytics

Aug. 1, 2023 (Draper, UT):Canopy, provider of industry-leading accounting practice management software, is expanding the AI-driven capabilities of its software with the...

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Practice Management

How to Work Less: Embracing Efficiency in Accounting

Accounting, often associated with long hours and tedious tasks, has long been considered a profession that requires extensive time commitments. During busy seasons, working hours...

3 min read LEARN MORE

Case Studies

SMD Consulting & Accounting, LLC: Canopy Creates an Easy Transition...

"Canopy better serves our needs, has more efficiencies, and it's better cost saving when we take it in and aggregate to all of our other tools." - Sean Duncan, Founder SMD...

2 min read LEARN MORE

Webinars

How To Be a Communication Expert: The Accountant Version

So, you’re good with numbers. That’s great. Crucial, even. But how are you at…communicating? Because that’s what’s going to set you apart from other...

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Blogs

Changing Work-Life Balance Into Work-Life Harmony

As the accounting industry evolves rapidly, so do the demands on accountants. The relentless pressure to meet deadlines, manage financial complexities, and adapt to technological...

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