The Canopy Blog
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Canopy Coworker vs. Claude
If you had to choose between: A) a rotating series of temps who are smart and capable generalists but lack accounting expertise, or B) a fully onboarded team member whoContinue…
Featured Article
Updating Your Firm’s Brand and Messaging
Early in my career, I saw firsthand the limitations of a compliance-driven firm. So, when it came time to build my own, leading with advisory was the obvious choice. ButContinue…
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Smart Meeting Notes, Right Where They Should Be.
Your meetings are working. Your notes should be too. If you’re like most modern accounting firms, you’ve probably already experimented with AI meeting assistants. Maybe you’ve tried Otter.ai to transcribeContinue…
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Reporting Investment Income from Securities
Aug 3, 2023
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Using Roles to Build a Work Queue
Aug 1, 2023
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