Content Hub

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

5 Tips to Attract Clients to Your Accounting Firm

Facing challenges in attracting clients? Learn how to stand out in the competitive accounting industry and communicate your unique value effectively to drive business growth.

3 min read LEARN MORE

10 Best Practice Management Software for Accountants — 2024

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

15 min read LEARN MORE

Appletree Business Services Modernizes Firm with Canopy

Discover how Appletree Business Services transformed their operations with Canopy, a centralized platform enhancing efficiency, collaboration, and client service. See how they've streamlined data management and boosted their productivity with Canopy's automated features.

3 min read LEARN MORE

Practice CS to Canopy: The Guide to Switching Practice Management Software

With supportive implementation and a user-friendly design, switching to Canopy isn't scary - it's simple. Learn how easy it is to make the switch, step by step, with this guide.

1 min read LEARN MORE

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Case Studies

Increasing Efficiency and Client Engagement: Alpine Mar CPA and...

Profile Alpine Mar CPA and Advisors, founded by Pablo Martell, is a full-service CPA firm based in South Florida. The firm provides comprehensive tax services, accounting and...

7/03/24 LEARN MORE

on demand

Webinars

Ask Darren Root Anything

**Join to earn 1 free CPE Credit** Speaker: Darren Root, founder of Rootworks and Better Everyday

7/16/24 LEARN MORE

Industry News

What Is CAS Accounting? What You Need To Know

CAS firms focus on advisory accounting services rather than a compliance-heavy service. But, what exactly is it? Learn more below! By now, you’ve probably heard of CAS, CAAS,...

7/01/24 LEARN MORE

Product Updates

Apple Pay

What's new: We are excited to announce that Apple Pay is now available as a payment option in the Canopy Client Portal App, in addition to ACH and credit card payments. With this...

6/18/24 LEARN MORE

Marketing Your Practice

How to Win the Talent War through Inbound Recruitment

Accounting is facing a major issue: a shortage of 340,000 accountants. It’s not just public accounting firms experiencing the talent crunch, even Fortune 500 companies are, as...

6/18/24 LEARN MORE

on demand

Webinars

Unclunk Your Firm with Canopy | Special BDO Demonstration

What does it mean to unclunk your firm? Join a special BDO demonstration of Canopy's practice management solution to find out. The demo will feature...

6/26/24 LEARN MORE

on demand

Webinars

How To Win The Talent War

**Join to earn 1 CPE Credit** Speaker: Katie Thomas, CPA, 40 Under 40 CPA Practice Advisor

6/27/24 LEARN MORE

Marketing Your Practice

5 Tips to Attract Clients to Your Accounting Firm

Accounting and bookkeeping practice owners are facing two major challenges when it comes to attracting clients to their practice:

6/05/24 LEARN MORE

Marketing Your Practice

Canopy Roadmap Webinar Q&A

We were thrilled to see your excitement and participation. Despite several people responding to your questions in real-time, so many still came in. Thank you for your curiosity...

6/03/24 LEARN MORE

Case Studies

Appletree Business Services Modernizes Firm with Canopy

Profile: Patrick Dichter, the owner of Appletree Business Services, transitioned into accounting through an unconventional route. Before owning an accounting firm, Patrick spent a...

5/31/24 LEARN MORE

Blogs

Canopy Shines During Tax Season: A Behind-the-Scenes Perspective

As the dust settles on the most intense period of the year for financial professionals, we're taking a moment to celebrate the incredible achievements of our backend systems and...

5/29/24 LEARN MORE

Workflow

Essential Change Management Strategies for Accountants

The off-season is when you can examine how your tax season went and reflect on changes you can make for the next season. Sometimes, those changes are significant — new tech stack,...

5/22/24 LEARN MORE

eBooks

Practice CS to Canopy: The Guide to Switching Practice Management...

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Canopy Features and News

Canopy Raises $35M in New Funding Round

South Jordan, UT – [May 8, 2024] – Canopy, the firm-wide operating system that helps accountants build the firm they’ve always wanted, is thrilled to announce the successful...

5/08/24 LEARN MORE