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Ashley Carroll: The ROI of Relationships

In this episode of the Canopy Practice Success Podcast, host KC Brothers talks with Ashley Carroll, founder of Operations House, about what it really takes to build a firm that’s...

The Tax Season Switch That Changed Everything

From Map to Movement: Turning Advisory into Action

The Buzzword Problem In the accounting profession, few words get thrown around more than “advisory.” Every conference, every article, every software demo seems to make the same...

Canopy Unveils Industry-First Built-In AI Intake, Plus a Significant...

SALT LAKE CITY – October 16, 2025 – Canopy, the leading all-in-one practice management platform built for modern accounting firms, today introduced AI questionnaires as part of...

How Papin CPA’s Team-Driven Leadership Led Them to Choose Canopy

In the accounting profession, leadership isn’t just about guiding clients through financial challenges, it’s also about empowering teams to thrive. I’ve spent my career working...

7 Accounting Tasks You Should Have Automated by Now (2025 Guide)

Infinite Ties: Built for the Firms Ready to Lead and Redefine CAS

In this episode of Canopy Practice Success, host KC Brothers welcomes two leaders who have been shaping Client Advisory Services for years: Deneen Dias and Christine Triantos,...

What I’ve Learned After a Couple Years of Using AI at My Accounting...

Whenever the topic of artificial intelligence and accounting comes up, one of the first questions people ask is: “Is AI going to replace accountants?” And while this fear is...

What’s New at Canopy: Fall 2025

The Past 6 Months Over the past six months, we’ve been focused on unclunking firm workflows, simplifying client engagement, and giving your team more ways to work smarter. From...

The Engagement Toolkit

How MillerMusmar CPAs Switched to Canopy During Tax Season

The all-new Engagements is here. Get ready to win more business.

What’s New Canopy is redefining engagement management and raising the bar for the entire accounting profession with the launch of the all-new Engagements. We’ve transformed Canopy...