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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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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,...

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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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Know More About Your Practice Using Insights

What's new:

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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
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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...

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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...

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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...

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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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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...

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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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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...

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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...

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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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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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