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

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Featured

The Perfect Music To Get You Through Tax Season

We are in the heart of tax season and it can feel like a never-ending time of year. Music may be just what you need to help boost your mood during tax season. In fact, research...

3/24/22 LEARN MORE

Practice Management

Should Your Accounting Firm Offer CAS?

If you’ve been paying attention to the accounting industry for the last several years, you’ve probably picked up on a trend many firms are starting to adopt: CAS, or Client...

3/23/22 LEARN MORE

Featured

You've Heard About Wordle, But What About Mathle?

By now, you’ve likely heard of the popular word game that went viral at the beginning of the year, “Wordle.” The online game has now been purchased by the New York Times and...

3/21/22 LEARN MORE

Workflow

Keys to Optimizing Workflow

The key to success for any accounting practice is optimizing your accounting firm’s workflow. When it comes to creating a successful accounting or CPA firm, even the smallest...

3/18/22 LEARN MORE

Practice Management

5 Steps To Start Offering CAS

Client Accounting Services, or CAS firms, can offer greater value to their clients, earn more revenue, and enjoy a better work life. For some in the industry, you might already be...

3/17/22 LEARN MORE

Workflow

Benefits of Workflow Management for Accountants

At this point, you may have heard about accounting accounting workflow software, but you may be asking yourself - "Do I really need it?" Then, with so many productivity solutions...

3/16/22 LEARN MORE

on demand

Case Studies

Whitewater Group: Working Remotely is Easy With Cloud Software

Jon Pryweller of Whitewater Group knows that remote work is crucial in today's work landscape. Whitewater Group was a runner-up in Canopy’s 2021...

4/05/22 LEARN MORE

on demand

Case Studies

Berg Advisors: Enjoy a Paperless Accounting Firm With The Right...

Andrew Berg, CEO of Berg Advisors, was able to innovate his firm through Canopy. Berg Advisors was a runner-up in Canopy’s 2021 Innovation Summit...

3/10/22 LEARN MORE

Featured

Celebrate Pi Day 2022: What’s Your Favorite Pie?

For all you number-loving accountants out there, today is a special day for you—it’s Pi Day! Yep, pi. As in, 3.14, which is March 14, or 3/14 (get it?) Did you know the symbol for...

3/14/22 LEARN MORE

Client Relationships

Top 3 Must-Haves For Accounting Customer Experience

Customer experience is crucial at your accounting firm. Not only will an amazing experience make clients happy, but it means gaining more clients in the long run. That's because,...

3/09/22 LEARN MORE

Product Updates

Product Feedback: We Want To Hear From You!

What's New: Canopy values and actively seeks out product feedback. Because it’s so important to us, we recently decided to overhaul how it works so it’s easier for Canopy users to...

3/09/22 LEARN MORE

Industry News

State Tax Deadlines 2022

For the first time in 2 years, the federal tax deadline is back in April! The IRS announced the tax deadline for 2022 is April 18. Accountants are ready to say goodbye to the...

3/03/22 LEARN MORE

Featured

How & Why You Should Celebrate Your Team On Employee Appreciation Day

A whopping 51% of employees are disengaged with their work, with 13% actively disengaged, according to recent research. Being actively disengaged at work means employees feel...

3/02/22 LEARN MORE

Industry News

A Complete Guide To Surviving The IRS Chaos in Tax Season 2022

My client received a deficiency notice from the IRS saying that they received 1099K that was not reported on their 2019 tax return. The IRS after 10 months received our prior year...

3/01/22 LEARN MORE

Featured

5 Must-Read Books For Accountants

For most accountants, January through April is the worst time of the year—the dreaded tax season is finally here and it can seem never-ending when you’re right in the middle of...

2/28/22 LEARN MORE