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Canopy Announces Annual Summit for Accounting Professionals on...

Draper, Utah - October 26, 2022

2 min read LEARN MORE
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Mobile Enhancements in Canopy

What's new: You need flexibility. Accessing Canopy on your mobile device makes it easier for you to take care of quick tasks like starting a timer and resending eSign requests....

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Document Management Best Practices Accountants Should Follow

Your document management system is a big part of your accounting firm’s success. At least you hope that it is. It could also be the weak spot that prevents your firm from growing....

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Common Accounting Mistakes New Business Owners Make

Starting a new business is a pretty exciting time for any new business owner. The idea that they are beginning something great empowers them to work their hardest and do their...

7 min read LEARN MORE
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Canopy Wins G2’s Fall Implementation Award

Get your drum rolls out and start drumming: Canopy’s Practice Management software for accounting firms just won a G2 Fall 2022 badge for Most Implementable! If you’re wondering...

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10 Fun Halloween Costume Ideas for Accountants in 2022

Need the perfect costume for your office Halloween party? Don’t worry, we’ve got you covered. If it’s for a work party, it could be fun to show up dressed in an accounting-themed...

4 min read LEARN MORE
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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...

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Comments & @Mentions Improve Internal Communication

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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...

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A Closer Look: Virtual Drive + Secure Links

Come get a closer look into the Canopy Virtual Drive and secure links. See how these new features can improve efficiency by streamlining your process...

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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...

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How Document Management Software Solves Headaches for Accounting Firms

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How to Get Free Transcripts Online

Are you an accountant who used to be able to pull transcripts for your clients using a third-party software, then sometime last year, that service stopped working—and now you have...

3 min read LEARN MORE
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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...

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What You Need From Your Practice Management Software

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