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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Product Updates

Major Mobile Enhancements Available to Canopy Users

Mobile enhancements What’s new: A key feature of the Canopy platform is the ability for accounting firms to access it via phone or tablet. The latest version of our practitioner...

1/04/22 LEARN MORE

Product Updates

Canopy Adds Mac Support to Desktop Assistant

Mac Support for Desktop Assistant What’s new: Canopy has had a popular desktop assistant for Windows users for some time. Now we’ve added Mac support as well!

1/04/22 LEARN MORE

Industry News

2022 IRS Tax Deadline on April 18

2022 IRS Tax Deadline On April 18, 2022 In 2022, the IRS tax deadline will feel a little bit more familiar than the last few years. Yep, that’s right—it’s back in April! But, it...

1/04/22 LEARN MORE

Product Updates

Compare Transcript Versions Easily Through Canopy

Compare transcript versions What’s new: Canopy’s award-winning transcript tool has helped make life easier for accountants by saving all transcripts into one place, and helping...

1/04/22 LEARN MORE

CPE

How to Manage Your CPE and CE Credits

To renew your Enrolled Agent (EA) credentials with the IRS or to meet the CPE requirements for CPA licensure renewal in your state, you must acquire enough approved continuing...

1/03/22 LEARN MORE

Canopy Features and News

Year In Review: 5 Key Canopy Product Updates in 2021

I think we can all agree that 2021 was a pretty crazy year. This is especially true for accountants with that seemingly never-ending tax season (has it ended since 2019??). But...

12/30/21 LEARN MORE

Practice Management

What Is KBA and Why Does Your Firm Need to Use It?

With the rise of modern technology, more businesses than ever are working with clients online instead of face to face. Tax accountants are not alone in their desire to offer their...

12/29/21 LEARN MORE

Featured

3 Tips To Better Work with Clients in Other Time Zones

As an accountant in the modern age, you’re probably working with a lot of clients from all over the world thanks to technology that allows you to work remotely. It can be quite a...

12/28/21 LEARN MORE

Canopy Features and News

Watch: Happy Holidays from Canopy

It's been a long year for all of us—especially accountants. That's why everyone here at Canopy wanted to wish you a very happy holidays and share our seasonal cheer through a...

12/23/21 LEARN MORE

on demand

Webinars

5 Simple Ways to Reduce Tax Season Insanity

Want to know ways on how to reduce stress when it comes to tax season madness? Join host's Shannon Vincent and Colin Dunn on helpful tips and tricks...

12/15/21 LEARN MORE

Featured

Are You A Scrooge? 4 Tips To Avoid a Bah-Humbug Attitude at Work

With the holiday season here, you might find yourself watching your favorite seasonal movies, cozying up with a cup of hot chocolate and spending time with loved ones. Or, maybe...

12/13/21 LEARN MORE

Tax Preparation and Planning

Webinar: 5 Simple Shifts to Ease Tax Season Insanity

Do you find yourself dreading the upcoming tax season? Do you often work long and tireless hours during those seemingly never-ending months? If you answered yes to one or both of...

12/09/21 LEARN MORE

Practice Management

4 Quick and Easy Ways to Gather Info From Your Clients

They keep you up at night and make your job 10x more difficult. And you probably know them by name. Ask any accountant and they likely could rattle off a list of clients they just...

12/08/21 LEARN MORE

Press Room

Accounting Practice Receives $35M Injection | Canopy

December 8, 2021 DRAPER, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, today announced its $35M Series BB, led...

12/08/21 LEARN MORE

Marketing Your Practice

2 Easy Ways to Attract Millennial Clients to Your Accounting Firm

As national demographics shift, earning the business of millennials is increasingly important. In order to earn their business, you have to help millennials trust your accounting...

12/06/21 LEARN MORE