Blogs

Removing Friction: A Hidden Key to Helping with Staffing Shortages in...

The Challenge Every Firm Is Facing As my team and I speak with accounting firms across the country, one challenge rises above all the rest: a shortage of staff and too much work...

Product Update: Engagement Packages (3-Tiered Proposals)

What’s New Canopy now supports structured 3-tiered proposals within Engagements—letting firms easily present clients with Bronze, Silver, and Gold packages in a single, polished...

What You Need to Know for Tax Season 2026

Product Update: Smart eSign (AI-Powered Signature Placement)

What’s New Smart eSign is here! Canopy now uses AI to automatically place signature, date, and text fields on formal documents—reducing the need to manually drag and drop fields...

The Future of Firm Pricing: A Guide to Creating Tiered Service...

I’d like to talk about a mistake most accounting firms make:

Dan Hood: Blockchain Fizzled, AI Won’t

Accounting Today’s Editor in Chief, Dan Hood, joins KC Brothers to break down the major trends shaping the future of the accounting profession. From the slow adoption of cloud...

5 Steps for Successful Accounting Practice Management Implementation

Implementing accounting practice management software can transform your business. It streamlines operations and enhances productivity. But success requires careful planning and...

Smart Intake is Setting a New AI Standard for Accounting Workflows

Before any real accounting work begins, every firm faces the same familiar hurdle: gathering client information. Whether it’s collecting W-2s, investment statements, or charitable...

Product Update: Capacity Planning

What's New Canopy’s newest Capacity Planning release gives firm leaders a faster, smarter way to visualize and balance workloads in real time. The addition of a drag-and-drop...

How Credfino Helps Firms Scale Smarter: Insights from Dheeraj Pandey

In this episode of the Canopy Practice Success Podcast, host KC Brothers sits down with Dheeraj Pandey, co-founder of Credfino, a rapidly growing firm that supports more than 100...