Content Hub

Getting the Most Out of Data and AI in Your Firm

The discussion between John Mitchell and Darren Root emphasizes the importance of organizing data within firms to leverage AI effectively. They highlight the significance of a...

Leveraging Data Insights to Empower Your Business Model

John and Darren discuss leveraging data insights to empower firms. They emphasize the importance of capturing and utilizing various types of data to enhance client services and...

Unleashing the Power of a CRM in your Firm

In this episode, the discussion revolves around the significance of customer relationship management (CRM) in firms, highlighting how it centralizes customer interactions and...

Providing a Modern Client Experience

In this episode, the conversation between John Mitchell and Darren Root revolves around the importance of a modern client experience in accounting firms. They discuss the impact...

Creating a Tech Stack for the Two Halves of your Firm

In this episode, John Mitchell and Darren Root discuss the importance of creating a tech stack for accounting firms, focusing on the two halves of a firm - production and the firm...

Moving From Practice Management to Firm Wide Operating System

In this episode, John Mitchell and Darren Root discuss the evolution of firm management in this video series as Darren reflects on his journey of using various practice management...

10 Reasons Canopy Will Make Your Accounting Firm Wildly Efficient

Assessing the Health of an Accounting Firm: The Good and the Bad

It's crucial to understand the defining characteristics that distinguish a reputable firm from a subpar one, especially if you're someone directly responsible for the health of...

Increasing Efficiency and Client Engagement: Alpine Mar CPA and...

Profile Alpine Mar CPA and Advisors, founded by Pablo Martell, is a full-service CPA firm based in South Florida. The firm provides comprehensive tax services, accounting and...

What Is CAS Accounting? What You Need To Know

CAS firms focus on advisory accounting services rather than a compliance-heavy service. But, what exactly is it? Learn more below! By now, you’ve probably heard of CAS, CAAS,...

Apple Pay

What's new: We are excited to announce that Apple Pay is now available as a payment option in the Canopy Client Portal App, in addition to ACH and credit card payments. With this...

How to Win the Talent War through Inbound Recruitment

Accounting is facing a major issue: a shortage of 340,000 accountants. It’s not just public accounting firms experiencing the talent crunch, even Fortune 500 companies are, as...