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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Workplace Culture

Getting Started With Diversity and Inclusion Today

For firms getting started on their D&I journey, it can feel overwhelming. Where do we start? What should we do first? Who should be involved? Should we need a full-blow strategy?...

10/20/21 LEARN MORE

Featured

How To Wish Your Boss a Happy National Boss Day

Did you know that National Boss Day is this weekend? Yep, that's right, on Oct. 16! Unfortunately for some accountants, that's the day after a tax deadline...don't worry though,...

10/14/21 LEARN MORE

Featured

9 Must-Haves You Need at Your Desk Today

Where do you spend the majority of your workday? Unless you’re a professional athlete (or some other cool job) you probably said a desk. If you're spending the majority of your 40...

10/12/21 LEARN MORE

Marketing Your Practice

How to Build the Perfect Buyer Persona

Becoming a successful accounting firm depends on how well you know your clients and how your business can help solve their problems. If you don’t know your client type well, you...

10/06/21 LEARN MORE

Practice Management

8 Ways To Encourage Your Clients to Pay on Time

Accounting practices are like most other small businesses when it comes to managing cash flow. If your clients aren’t paying what they owe you on time, you may have difficulties...

10/04/21 LEARN MORE

Canopy Features and News

Here’s What’s New at Canopy (and a Sneak Peek at Features Coming Soon)

Here at Canopy, we love getting feedback from our users and making our product even better! Every quarter, we host a First Look webinar, where you can see all the new features...

9/30/21 LEARN MORE

Marketing Your Practice

Understanding the Power of Positive Online Reviews and How to Use it

As most business owners know, having your customers or clients give you a referral is pure gold. When people research a company or product, they want to hear from a real, live...

9/28/21 LEARN MORE

Practice Management

Your Guide to a Subscription Pricing Model in Accounting

Tracking hours, reviewing timesheets, custom monthly billing, accounts receivable, collections, inconsistent cashflow, exchanging time for money, putting out client fires — is...

9/27/21 LEARN MORE

Practice Management

8 Ways to Help Small Business Clients be Financially Successful

As an accountant, you work with a variety of clients with different needs. One group of clients that can help you grow your business and expand your service offering is small...

9/23/21 LEARN MORE

CPE

Free CE & CPE: Learning All About Amended Tax Returns

Even the best enrolled agents, CPAs and other tax professionals can end up making a mistake on a tax document that has already been filed. Luckily, you can amend returns! Looking...

9/22/21 LEARN MORE

Canopy Features and News

Webinar: See What's New at Canopy This Month

Join us on Tuesday, Sept. 28 to learn about the latest services Canopy has to offer you at our First Look Webinar. We’ll tell you all about recent updates to the platform, like...

9/21/21 LEARN MORE

Canopy Features and News

It's Finally Here! Register Today for the 2021 Innovation Summit

The past year has been a whirlwind for accountants across the industry, leading to impressive innovation in the profession. Here at Canopy, we want to celebrate, highlight and...

9/20/21 LEARN MORE

Marketing Your Practice

Leverage Your Network and Grow Your Accounting Firm in 5 Easy Steps

Networking is not something that comes naturally to many people, but it’s a necessary part of running and growing a small business, and CPA practices are no exception. If you’re...

9/17/21 LEARN MORE

Featured

2021 Tax Deadlines in GIFs

Woo-hoo! It's time to celebrate — we are done with yet another tax deadline this year. With Sept. 15 behind us, it's time to take a quick break and recognize all the hard work...

9/16/21 LEARN MORE

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