Content Hub

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

AI in the Accounting Industry: Capabilities and Limitations

Discover the impact of AI in accounting: from automation to fraud detection. Learn what AI excels at and its limits in transforming the industry.

3 min read LEARN MORE

10 Best Practice Management Software — 2024

Here are the top 10 accounting practice management softwares you need to keep an eye on for 2024

15 min read LEARN MORE

24 for 2024: New Workflow Templates with Automations

we’ve recently improved 24 of our accounting and tax workflow templates by adding helpful automations to save you and your firm time

2 min read LEARN MORE

Building the Ideal Team in Your Accounting Firm

Experience isn't everything. Discover the secrets to building the perfect team for your accounting firm with insights from Jason Blumer, CPA, CEO and Founder of Blumer CPAs.

1 min read LEARN MORE

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Press Room

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

Practice Management

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

Practice Management

Engagements & Proposals

What's new:

11/15/23 LEARN MORE

Blogs

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

Webinars

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

Practice Management

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

Webinars

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

Webinars

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

Blogs

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

Webinars

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

Blogs

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

Marketing Your Practice

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

eBooks

2024 Accounting Practice Management Buyer's Guide

Navigating the world of accounting practice management software can be a daunting task. Prospective buyers run into questions like, "How much should practice management software...

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eBooks

Finding Clients that Grow Your Firm

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Canopy Features and News

The Impact of Canopy

Having statistics to back up the success of a company's product or service is crucial in today's data-driven business environment. It aids in validating the company's claims and...

10/25/23 LEARN MORE