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4 Ways to Create a Top Tier Client Experience

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What You Need To Know For Tax Season: 2024

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Stephen Smith Dives into Creating Niche Audiences

12/13/23 LEARN MORE
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Top 5 Tax Season Capacity Management Tips for Virtual Firms

We tackled 3 big topics in our recent Canopy webinar: (1) Capacity Management, (2) Tax Season, and (3) Virtual Firms. Pull these 3 tricky aspects of firm management together and a...

12/11/23 LEARN MORE
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The Role of Mentorship in Accounting Firms

Last year, roughly 50.5 million Americans quit their jobs to take new positions and 73% of employers are having difficulty attracting staff. Clearly, the accounting industry has...

12/08/23 LEARN MORE
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10 Ugly Christmas Sweaters For Your Favorite Accountant

We’ve given you Halloween costume ideas and now you’ve come to us for another equally important fashion decision: an ugly Christmas sweater for any accountants in your life,...

12/05/23 LEARN MORE
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Counting on Christmas: The Accountant's Wishlist

It's the most wonderful time of the year…for many people. For many, the whirlwind months of November and December are a time for reflection, celebration, gatherings, and...

12/01/23 LEARN MORE
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Scott Scarano talks AI and Creativity in the Accounting Industry

In this episode, Scott Scarano talks of his career journey, which involves a blend of accounting and entrepreneurship. Scott comes from a family with a background in accounting,...

11/29/23 LEARN MORE
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Engagement Letters: The Do’s and Don'ts

Engagement letters establish clear expectations and boundaries between clients and accountants. In this post, we will explore the do's and don'ts of crafting effective engagement...

11/27/23 LEARN MORE
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Making the Move to Cloud-Based Accounting Software

Numerous experts have touted the cloud as the future of computing. The majority of businesses (61% as of 2022) rely on the cloud to run business processes. And while the cloud...

11/22/23 LEARN MORE
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A Closer Look: Engagements & Proposals

Come get a closer look into Canopy's Engagements & Proposals, the first ever natively built Engagements functionality in a practice management...

12/20/23 LEARN MORE
on demand
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The Guide to 2024 Tax Season-Individual Updates

Speaker: Tanya Baber

12/07/23 LEARN MORE
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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
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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
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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

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