Content Hub

Your all-in-one practice management hub for blogs, ebooks, webinars and Canopy case studies.

Rusty Fullings Journey - From Burnout to Balance

Rusty Fulling offers valuable advice for fostering connection and success in a remote work environment.

10 Tips to a Successful Year-End Closing

Wrap up year-end confidently in QuickBooks Online! These 10 tips help you close books smoothly, manage accounts, and prepare accurate financial reports.

4 min read LEARN MORE

2024 Product Release Review

Review the 2024 product updates, including new features like client grouping, QBO Payments integration, eSign templates, and workflow automation.

6 min read LEARN MORE

The Guide to 2025 Tax Season - Business Updates

Identify and comprehend the latest updates and changes in tax laws for the upcoming 2025 tax year.

14 min read LEARN MORE

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Product Updates

Compare Transcript Versions Easily Through Canopy

Compare transcript versions What’s new: Canopy’s award-winning transcript tool has helped make life easier for accountants by saving all transcripts into one place, and helping...

1/04/22 LEARN MORE

CPE

How to Manage Your CPE and CE Credits

To renew your Enrolled Agent (EA) credentials with the IRS or to meet the CPE requirements for CPA licensure renewal in your state, you must acquire enough approved continuing...

1/03/22 LEARN MORE

Canopy Features and News

Year In Review: 5 Key Canopy Product Updates in 2021

I think we can all agree that 2021 was a pretty crazy year. This is especially true for accountants with that seemingly never-ending tax season (has it ended since 2019??). But...

12/30/21 LEARN MORE

Practice Management

What Is KBA and Why Does Your Firm Need to Use It?

With the rise of modern technology, more businesses than ever are working with clients online instead of face to face. Tax accountants are not alone in their desire to offer their...

12/29/21 LEARN MORE

Featured

3 Tips To Better Work with Clients in Other Time Zones

As an accountant in the modern age, you’re probably working with a lot of clients from all over the world thanks to technology that allows you to work remotely. It can be quite a...

12/28/21 LEARN MORE

Canopy Features and News

Watch: Happy Holidays from Canopy

It's been a long year for all of us—especially accountants. That's why everyone here at Canopy wanted to wish you a very happy holidays and share our seasonal cheer through a...

12/23/21 LEARN MORE

on demand

Webinars

5 Simple Ways to Reduce Tax Season Insanity

Want to know ways on how to reduce stress when it comes to tax season madness? Join host's Shannon Vincent and Colin Dunn on helpful tips and tricks...

12/15/21 LEARN MORE

Featured

Are You A Scrooge? 4 Tips To Avoid a Bah-Humbug Attitude at Work

With the holiday season here, you might find yourself watching your favorite seasonal movies, cozying up with a cup of hot chocolate and spending time with loved ones. Or, maybe...

12/13/21 LEARN MORE

Tax Preparation and Planning

Webinar: 5 Simple Shifts to Ease Tax Season Insanity

Do you find yourself dreading the upcoming tax season? Do you often work long and tireless hours during those seemingly never-ending months? If you answered yes to one or both of...

12/09/21 LEARN MORE

Practice Management

4 Quick and Easy Ways to Gather Info From Your Clients

They keep you up at night and make your job 10x more difficult. And you probably know them by name. Ask any accountant and they likely could rattle off a list of clients they just...

12/08/21 LEARN MORE

Press Room

Accounting Practice Receives $35M Injection | Canopy

December 8, 2021 DRAPER, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, today announced its $35M Series BB, led...

12/08/21 LEARN MORE

Marketing Your Practice

2 Easy Ways to Attract Millennial Clients to Your Accounting Firm

As national demographics shift, earning the business of millennials is increasingly important. In order to earn their business, you have to help millennials trust your accounting...

12/06/21 LEARN MORE

Practice Management

5 Ways to Focus on Smart Growth

“If you are not growing, you are dying.”

11/30/21 LEARN MORE

Industry News

The Best Black Friday Deals For Accountants in 2021

It’s almost time to stuff our faces with delicious food with family and friends this Thanksgiving...which means it’s also almost time to shop for some major sales! We all know the...

11/24/21 LEARN MORE

Canopy Features and News

Meet The Winner of Canopy's Innovation Award

We asked our customers to show us how they innovated their firms this year for a chance to compete for Canopy's 2021 Innovation Award and they delivered. With nearly 100 entries,...

11/22/21 LEARN MORE