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

Get Our Latest Updates & News by Subscribing.

FIND US ON

Marketing Your Practice

Identify the Right Clients for Your Niche Accounting Firm

When your firm is ready to grow and increase your clientele, it's important to remember that not every prospective client is well suited for your firm. Take a step back and...

6/01/21 LEARN MORE

Practice Management

This Week's Webinar Wrap-up

On Tuesday, May 25 Canopy hosted a webinar featuring Jason Blumer, CPA about his Client Management Strategies for Accounting Firms. Jason has over two decades of experience in...

5/27/21 LEARN MORE

on demand

Webinars

Client Management Strategies for Accounting Firms

Successful firms don't take chances with their client interactions—rather, they are methodical in their approach to client management. In this...

5/25/21 LEARN MORE

Canopy Features and News

New IRS Transcripts API Integration

We all know how critical security has become. It’s super important to our clients and just as important to the health of our firms. Nothing can be more devastating than finding...

5/25/21 LEARN MORE

Press Room

Canopy Collaborates With IRS On API Integration | Canopy

May 24, 2021 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, announced that it has been part of an...

5/24/21 LEARN MORE

Practice Management

Flexing Your Soft Skills

As an accounting subject matter expert, you already know that technology adoption is an industry standard nowadays. Coupled with the right software, the valuable set of niche...

5/21/21 LEARN MORE

Blogs

Congratulations: You’ve Unlocked an Achievement!

Welcome to the Post Pandemic Tax Slashing Virtual World Warrior level. It's over! You made it to the end. (Aside from Iowa, Louisiana, Maryland, Oklahoma and Texas CPAs — we’re...

5/18/21 LEARN MORE

Blogs

Time to Take Off: Post Tax Season Trip Ideas

We’re in the last stretch. The finish line is in sight. And the weather is starting to warm up. Have you thought about how you’re going to take time off after tax season? What...

5/13/21 LEARN MORE

Marketing Your Practice

Scaling Up Your Accounting Microservices

While most CPA firms typically offer tax, bookkeeping, and review services, according to a 2020 Deloitte survey coupled micro-services are disrupting the classic financial vendor...

5/12/21 LEARN MORE

Practice Management

Common Time Traps Across Accounting Firms

A modern workplace calls for evolving technology and updated methodologies. If your firm is still bogged down with dated processes because they worked in the past, it’s time to...

5/06/21 LEARN MORE

on demand

Webinars

Is Your Firm Ready for More IRS Notices?

Tax compliance and enforcement is changing as the IRS cuts budgets and rolls out more automation. This means an increase in automated notices for...

5/04/21 LEARN MORE

Industry News

What you need to know about IRS updates for Enrolled Agents

This year has brought a handful of changes to both the enrolled agent (EA) exam and continuing education (CE). Just so you can know what to expect, let’s take a closer look at...

4/27/21 LEARN MORE

Practice Management

How to Approach Client Filing Delays

Occasionally, there is that client that won’t return your phone calls until after hours and will send in their paperwork last minute—or not at all. What do you do when you’re in...

4/23/21 LEARN MORE

Tax Preparation and Planning

4 Ways to De-stress During Tax Season

Although busy season is time consuming and all-around mentally demanding, that doesn’t mean your well-being should take a backseat to your workload. If anything, prioritizing your...

3/17/21 LEARN MORE

Practice Management

13 Productivity Tools Every Firm Should Be Using

Growing a successful accounting firm is lots of work. You may find your plate pretty full with finding clients, doing accounting work, invoicing, and many other tasks. That’s why...

3/11/21 LEARN MORE