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How to Close 32% More Sales & Build a Firm Full of Your Ideal Clients

If you’ve ever felt overworked, underpaid, or frustrated by clients who don’t value your expertise, this presentation is for you. You will learn a...

10/23/25 LEARN MORE
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5 Admin Tasks AI Can Help Accounting Firms Automate

How Accounting Firms are Using AI to Save Time (and Sanity) If you run an accounting firm, you probably have a long list of tasks that eat up your team’s time. Think data entry,...

10/27/25 LEARN MORE
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Ashley Carroll: The ROI of Relationships

In this episode of the Canopy Practice Success Podcast, host KC Brothers talks with Ashley Carroll, founder of Operations House, about what it really takes to build a firm that’s...

10/22/25 LEARN MORE
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The Tax Season Switch That Changed Everything

10/22/25 LEARN MORE
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From Map to Movement: Turning Advisory into Action

The Buzzword Problem In the accounting profession, few words get thrown around more than “advisory.” Every conference, every article, every software demo seems to make the same...

10/22/25 LEARN MORE
upcoming
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The Simple Firm: A Blueprint for Clarity, Freedom, and Growth

11/04/25 LEARN MORE
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Canopy Unveils Industry-First Built-In AI Intake, Plus a Significant...

SALT LAKE CITY – October 16, 2025 – Canopy, the leading all-in-one practice management platform built for modern accounting firms, today introduced AI questionnaires as part of...

10/16/25 LEARN MORE
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How Papin CPA’s Team-Driven Leadership Led Them to Choose Canopy

In the accounting profession, leadership isn’t just about guiding clients through financial challenges, it’s also about empowering teams to thrive. I’ve spent my career working...

10/15/25 LEARN MORE
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7 Accounting Tasks You Should Have Automated by Now (2025 Guide)

10/10/25 LEARN MORE
upcoming
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Start Smarter: How Top Firms Onboard Clients in Half the Time

Speakers:

11/04/25 LEARN MORE
on demand
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Conversations That Matter: Simplifying Workflows and Safeguarding...

In this session, KC Brothers joins Rightworks, Gulf Coast Accounting, and Annapolis Accounting Services to talk about what it really takes to...

10/07/25 LEARN MORE
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Infinite Ties: Built for the Firms Ready to Lead and Redefine CAS

In this episode of Canopy Practice Success, host KC Brothers welcomes two leaders who have been shaping Client Advisory Services for years: Deneen Dias and Christine Triantos,...

10/08/25 LEARN MORE
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What I’ve Learned After a Couple Years of Using AI at My Accounting...

Whenever the topic of artificial intelligence and accounting comes up, one of the first questions people ask is: “Is AI going to replace accountants?” And while this fear is...

10/08/25 LEARN MORE
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What’s New at Canopy: Fall 2025

The Past 6 Months Over the past six months, we’ve been focused on unclunking firm workflows, simplifying client engagement, and giving your team more ways to work smarter. From...

10/02/25 LEARN MORE
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The Engagement Toolkit

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