Content Hub

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

Lies Accountants Tell Themselves

Watch our panelists discuss how accountants are convincing themselves of “truths” that may be damaging their attempts at building a successful firm.

1 min read LEARN MORE

5 Keys to Success in the Evolving Accounting Industry

Randy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals, highlights 5 keys to success in the evolving accounting landscape.

3 min read LEARN MORE

Top 3 Business Best Practices of a Well-Oiled Accounting Firm

Jason Blumer, CPA, discusses his most recent webinar with Canopy where he highlights the critical operational tactics for firms.

5 min read LEARN MORE

4 Techniques for Maximizing Firm Productivity with Canopy

James Merante, President of BookSmarts Tax & Accounting Services, increased his firm's efficiency and quality by integrating Canopy's innovative platform.

3 min read LEARN MORE

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Practice Management

Technology for Accounting Firms: How Tech Makes a Firm Stand Out

Incorporating the right technology into your accounting firm can set your firm apart from the competition, help you win new customers, and maintain loyalty of the customers you...

3 min read LEARN MORE

Webinars

Two Clicks to Transcripts

Come listen to Dawn Brolin discuss how she has benefitted from pulling years of her clients’ transcripts, as well as receiving proactive notices...

54 min watch LEARN MORE

Canopy Features and News

83% of Advisory Accounting Professionals say Tracking Down Documents...

Draper, Utah - December 7, 2022

2 min read LEARN MORE

Tax Preparation and Planning

How to Renew Your PTIN in 15 Minutes

If you are one of more than 759,000 federal tax return preparers in the US, your Preparer Tax Identification Number (PTIN) will expire December 31. It must be renewed before you...

6 min read LEARN MORE

Practice Management

Accounting Software vs. Practice Management Software

Are you looking for accounting software or practice management software? Or, are you still not sure? Well, we can help! There’s actually a big difference between a practice...

4 min read LEARN MORE

Product Updates

2022 Organizer

What's new: Not only do you have an organizer that reflects the changes for the tax year, but we also have some major improvements to the organizer itself! Including the addition...

3 min read LEARN MORE

Webinars

A Closer Look: Time & Billing

Come get a closer look into the Canopy's Time & Billing module. See how this module can help your firm track your time, collect payments from your...

60 min watch LEARN MORE

Blogs

Required Minimum Distributions

It’s no secret that the U.S. population is getting older. Today, there are more than 54 million adults aged 65 and older, but by 2030, that number is expected to rise to 74...

2 min read LEARN MORE

CPE

5 CPE Courses To Be Grateful For

Are you a CPA who needs to earn those mandatory CPE credits? We’re sharing 5 great course options that you’ll be grateful for while earning your CPE credits for the year. Every...

4 min read LEARN MORE

Case Studies

Angie Lucas Case Study

Angie Lucas, a self-made author, experiences seemless communication with her CPA due to Canopy's client portal.

1 min watch LEARN MORE

Practice Management

How to Get Transcripts Online

Canopy recently partnered with the IRS to provide exclusive access to tax transcripts through our Transcripts & Notices service.

4 min read LEARN MORE

Webinars

Time Well Spent: The Easy Guide to Implementing Practice Management

Learn from expert, Dawn Brolin in this webinar as she demonstrates how her tax and accounting practice is implementing Canopy and how she has...

61 min watch LEARN MORE

CPE

Earn Free CPE and CE Credits Quickly and Easily

Don’t look now, but the end of the year is almost here. Parties, family get-togethers, ski vacations no doubt. Oh, and don’t forget about reaching your yearly CPE and CE credits...

3 min read LEARN MORE