Content Hub

How Canopy Can Help You Manage Your Firm

Successful accounting firms have many things in common but one of the most important characteristics they share is effective management. Managing projects, documents, and your...

How to Gather and Manage Client Data More Efficiently

By Jason Schow, CPA, Canopy Product Manager

Updates For Practice Management & Tax Resolution | Canopy

September 23, 2020 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, today announced new features and updates...

Product Update September 2020

We’ve been busy enhancing our Practice Management and Tax Resolution suites to enable an even better Canopy experience for you and your team. We are excited to announce the...

How To Handle A Trust Fund Recovery Case In 6 Steps

How Canopy Can Help You Manage Clients in Your Accounting Firm

Client management is one of the most important aspects of running an accounting firm, but it can also be one of the most difficult. After all, it can be time-consuming and it...

Canopy Expands Board of Directors Bench

September 1, 2020 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, today announced the appointment of Brian...

9 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...

What Clients Expect from Their Accountant 2020 Report

Canopy Shares Insights on What Clients Expect from Their Accountant

August 20, 2020 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, today shared results from its survey on...

How to Fire A Client: A Guide For Who to Keep & Who to Let Go

Clients are what make it possible for you to run your tax and accounting business, and naturally, growing your book of business is a consistent goal each year. But sometimes it’s...

Product Update August 2020

Strengthening your client relationships through improved communication tools is vital to any accounting firm. Our team has been hard at work to bring you updates aimed at...

Tax Resolution Pricing Report 2020

How to Price Your Tax Resolution Services

How much should you charge for tax resolution services? It’s a difficult question to answer. After all, many tax professionals don’t advertise their fees, and even when you do...

9 Best Practices for Building Client Relationships in an Accounting...

Building strong client relationships in your accounting firm is one of the most important things you can do to have a successful business. Happy clients who keep coming back for...