on demand
blog_post_thumbnail
The Guide to 2024 Tax Season-Individual Updates

Speaker: Tanya Baber

12/07/23 LEARN MORE
blog_post_thumbnail
How to Write an Engagement Letter in 7 Easy Steps

You know you should use engagement letters in your tax resolution cases, but you need to figure out what your engagement letter should look like. Or you've finally decided to...

11/17/23 LEARN MORE
blog_post_thumbnail
An Accountant's Guide to Cryptocurrency

In the ever-evolving world of finance, cryptocurrency has emerged as a revolutionary digital asset class. Powered by blockchain technology, a decentralized and transparent ledger...

11/17/23 LEARN MORE
blog_post_thumbnail
New Canopy Engagements Enables Accounting Professionals to Automate...

Nov. 16, 2023 (Draper, UT):Canopy, provider of industry-leading accounting practice management software announced today the launch of Canopy Engagements, a customizable and...

11/15/23 LEARN MORE
blog_post_thumbnail
What is an Engagement Letter and Why Accountants Need Them

Engagement Letters are a critical tool in the accounting profession. They serve as a binding document between an accountant and their client, outlining the responsibilities and...

11/15/23 LEARN MORE
blog_post_thumbnail
Engagements & Proposals

What's new:

11/15/23 LEARN MORE
blog_post_thumbnail
Randy Crabtree on Mental Health Awareness

In this episdoe, Randy Crabtree, co-founder and partner at Trimerit, talks about his career journey and the founding of his tax firm. He shares how he transitioned from computer...

11/15/23 LEARN MORE
on demand
blog_post_thumbnail
Tips for Managing Capacity During Tax Season with Jason Blumer

Presented by: Jason Blumer, CPA It's that time again to begin exploring ways we can manage tax season, stay sane, and still be intentional about how...

11/28/23 LEARN MORE
blog_post_thumbnail
Financial Statements and Informed Business Decisions: A Guide to...

Understanding an organization's financial health is akin to deciphering a foreign language. This language communicates the story of a company's operations, profitability, and cash...

11/10/23 LEARN MORE
on demand
blog_post_thumbnail
Canopy Summit 2023

Canopy’s 2023 Summit will highlight product improvements from the past year as well as what to expect from the Canopy roadmap in 2024.

11/09/23 LEARN MORE
on demand
blog_post_thumbnail
The Future is Now: How to Modernize Your Firm Today

Wanting to modernize your firm but unsure of where to start? Unsure of what "modernize" even means? In this webinar hear from Terrell Turner, CPA and...

10/26/23 LEARN MORE
blog_post_thumbnail
7 Career Development Tips for Aspiring Accountants

Embarking on a career in accounting can be a rewarding path filled with abundant growth opportunities. Here are four essential tips to help aspiring accountants effectively...

11/03/23 LEARN MORE
on demand
blog_post_thumbnail
Canopy Demo Sweepstakes

Discover how Canopy has revolutionized the operations of accounting firms similar to yours by automating intricate workflows, enhancing client...

11/01/23 LEARN MORE
blog_post_thumbnail
Sean Duncan on the Transformation of Traditional Accounting and Role...

In Episode 2 of the Practice Success Podcast Sean Duncan, CPA from SMD Accounting shares his journey from corporate accounting to starting his own firm and the pivotal moment when...

11/01/23 LEARN MORE
blog_post_thumbnail
Gaynor Meilke on People-Centric Accounting and Technology Friendly...

Looking for a new podcast for accountants? Canopy just released our 12-part accounting podcast called the Practice Success Podcast! Learn more and listen below! In Episode 1 of...

11/01/23 LEARN MORE

They like us. They really really like us.

Based on 1000+ reviews across these platforms

G2
45 stars

4.6 stars on G2.com

capterra-icon-1
45 stars

4.5 stars on Capterra

getapp-icon-1
45 stars

4.5 stars on GetApp