Content Hub

Added Automation in Canopy Continues to Save You Time

What's new: We know that automation can help you save time and reduce human errors. This latest release has expanded the areas within Canopy that you can add automation rules to....

Document Management at Accounting Firms: Exclusive Canopy Survey

Canopy commissioned an independent research firm to survey 150 US-based accountants related to document management practices in their firms. The margin of error for this study is...

Comments & @Mentions Improve Internal Communication

Internal Office Communication at Accounting Firms: Exclusive Canopy...

Canopy commissioned an independent research firm to survey 150 US-based accountants about office communication. The margin of error for this study is +/- 6% at the 95% confidence...

An Accountant's Guide to Successful Document Management

Document management is a core element of every accounting project, but it can quickly become a headache if you don’t have a good system in place. Here are a few key things to keep...

10 Things Accountants Should Know About Marketing

Marketing is instrumental to your success whether you want to do it or not. Think about it, you are not compensated for marketing. You don’t get to bill your marketing time to...

What You Need From Your Practice Management Software

Enjoy Working on Documents More with New File Previewer Enhancements

What's new: For Canopy users with a Document Management module license, working on PDF files is going to get a lot better. We’ve implemented a number of enhancements that will...

The Ultimate Practice Management Security Checklist

Product Update: Mobile Document Interaction Enhancements

Best Document Management Software for Accountants

If you want your accounting firm to be successful, you’ll need a robust document management system. We’ll break it down for you here. If you want to grow your accounting business,...

Practice Management: The Employee Relationship Way

Practice management is all about finding the most efficient ways to optimize and achieve your business goals. Effective practice management is the foundation of your accounting...