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AI is Here — Should Your Firm Embrace It?

There's no doubt that the accounting industry is changing at a rapid clip. The integration of technology, specifically artificial intelligence (AI) and automation, means that...

9/15/23 LEARN MORE
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4 Ways to Streamline Tax Preparation

Tax season is a critical and demanding period in the accounting profession that necessitates concentration, expertise, and efficiency. Accountants must navigate a labyrinth of...

9/08/23 LEARN MORE
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Why Your Office Should Host a Pumpkin Carving Contest

October is coming — the spookiest time of the year...especially for accountants, considering Oct. 15 is a pretty scary day. So let's turn our focus on the more fun parts of the...

9/08/23 LEARN MORE
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How to Fix the Business of Your Firm

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A Closer Look: Roles

See how powerful tools can help you get more work done with less confusion and coordination, clearer assignments, and work queues. We'll show you how...

9/05/23 LEARN MORE
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BookSmarts Tax & Accounting Services: Maximizing Efficiency and...

"The real value of Canopy is how it comes together — I think Canopy understands what's going on in a firm." Profile BookSmarts Tax & Accounting Services is a year-round small...

9/01/23 LEARN MORE
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Upcoming Webinar — A Closer Look: Roles

Tuesday, September 5th @ 11:00am MST

8/31/23 LEARN MORE
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Stop Resisting Change & Start Controlling It

Speaker: Sean Duncan, President & Founder of SMD Consulting & Accounting, LLC

8/24/23 LEARN MORE
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3 Lies Accountants Tell Themselves

In a recent webinar, “Lies Accountants Tell Themselves,” hosted by Canopy, we had industry experts dive into a new research report, “2023 Accounting Practice Management Survey”,...

8/24/23 LEARN MORE
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A Closer Look: Firm Insights

Come get a closer look into diving into data on your clients, tasks, capacity, and time. We'll explore how you can quickly spot trends, set up...

8/15/23 LEARN MORE
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5 Ways to Embrace Change in Accounting Firms

In the ever-changing realm of accounting, adaptability, and innovation have become the foundations of success. Elizabeth Manso, CPA and owner of Brigade, was able to sit down with...

8/16/23 LEARN MORE
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Client Record Templates

What's new: We understand that firms often have a standardized framework that their clients adhere to, and they require an efficient method to assign client records to predefined...

8/15/23 LEARN MORE
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4 Techniques for Maximizing Firm Productivity with Canopy

In the ever-evolving landscape of financial services, staying ahead requires expertise and the right tools to streamline operations and elevate client experiences. James Merante,...

8/11/23 LEARN MORE
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Lies Accountants Tell Themselves

In this webinar “Lies Accountants Tell Themselves”, our panelists discuss Canopy’s recent 2023 Accounting Practice Management Survey and how some of...

8/08/23 LEARN MORE
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Know More About Your Practice Using Insights

What's new:

8/08/23 LEARN MORE

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