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

In our recent Canopy webinar we dove into 3 key topics that can allow firms to make more money and scale their organizations more sustainably. There are so many ways a firm can...

8/08/23 LEARN MORE
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Tax Filing Statuses: The Important Decision Impacting Your Tax Return

When it comes to preparing a tax return, the most crucial decision is determining the client's filing status. There are five different filing statuses: single, married filing...

8/07/23 LEARN MORE
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5 Keys to Success in the Evolving Accounting Industry

The accounting industry is undergoing significant changes in today's fast-paced and technology-driven world. Integrating AI and technological advancements presents challenges and...

8/04/23 LEARN MORE
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Reporting Investment Income from Securities

Many of our clients are heavily invested in the stock market. While we count on the brokerage statements to help us report their income correctly, it’s imperative that we have a...

8/03/23 LEARN MORE
on demand
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Get Paid Faster- And Other Methods and Practices For Running A Well...

In this webinar, Jason Blumer, CPA, discusses the contrast between service and operations in accounting firms. Learn all the critical operational...

8/01/23 LEARN MORE

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