CONTENT HUB >

Blogs

blog_post_thumbnail
Product Update: Document Request List

What's New Canopy has enhanced your ability to clearly communicate with your clients. In addition to client requests, eSignatures, questionnaires, and payment requests, you can...

7/25/25 LEARN MORE
blog_post_thumbnail
3 Strategies for Running a Well-Oiled Accounting Firm

There’s no shortage of advice on how to grow an accounting firm, but very few leaders break it down like Jason Blumer. Drawing from decades of experience running his own firm and...

7/23/25 LEARN MORE
blog_post_thumbnail
Bianca Ferguson on Empowering Growth Through Technology

In this episode of Canopy Practice Success, Bianca Ferguson shares her journey of becoming a trailblazing leader in the accounting industry. Starting as a teenager learning the...

7/23/25 LEARN MORE
blog_post_thumbnail
The Power of Standardization: How Accounting Workflow Templates Can...

Introduction: The Chaos of Inconsistency For many accounting firms, the biggest bottleneck isn’t the work itself—it’s the inefficiencies that surround it. Constantly chasing down...

7/23/25 LEARN MORE
blog_post_thumbnail
Canopy Unveils Native AI-Powered Smart Intake Capability to Eliminate...

SALT LAKE CITY — July 22, 2025 — Canopy, the leading all-in-one practice management platform built for modern accounting firms, today announced Smart Intake, a fully native...

7/22/25 LEARN MORE
blog_post_thumbnail
Product Update: Smart Intake Is Here

Simplify Onboarding, Speed Up Workflows We’ve officially launched Smart Intake, the next evolution of client onboarding for modern accounting firms. Built to eliminate bottlenecks...

7/22/25 LEARN MORE
blog_post_thumbnail
Canopy vs TaxDome: Which Platform Powers Accounting Firms Better?

The right software improves client communication, automates repetitive tasks, and creates room for long-term growth. When comparing TaxDome vs. Canopy, it’s important to...

7/21/25 LEARN MORE
upcoming
blog_post_thumbnail
From Average to Excellent: 3 Steps to Building a Team That Scales...

One of the most critical factors in building a successful accounting firm is having “Amazing Staff."

8/14/25 LEARN MORE
blog_post_thumbnail
Tayna Baber: Empowering Teams in Tax Accounting

In an industry that often equates success with long hours and burnout, Tanya Baber offers a compelling new model. As the founder of a tax-centric firm that prioritizes smart...

7/16/25 LEARN MORE
blog_post_thumbnail
Three Peaks Advisors: Focused on Clients, Powered by Canopy

7/16/25 LEARN MORE
blog_post_thumbnail
5 Steps to Choosing the Right Practice Management Software

Practice management is a challenge for even the most dedicated, well-optimized team. You have everyone on board, giving 110%, and then one hiccup leads to disarray. Even the best...

7/11/25 LEARN MORE
blog_post_thumbnail
The Accountant’s Guide to AI: How Canopy is Leading the Way

AI has been quietly powering parts of your tech stack for years. But in 2025, it’s no longer just a behind-the-scenes helper. With tools like GPT-4o, agent-based automation, and...

7/10/25 LEARN MORE
blog_post_thumbnail
Buying or Selling an Accounting Firm? Do This First

If you’re about to buy or sell an accounting firm, here’s a truth no one tells you: The firm’s technology stack could make or break your deal. When you’re preparing to sell your...

7/07/25 LEARN MORE
blog_post_thumbnail
Renew Group: Breaking Free from the Broken Business Model

In this episode of Canopy Practice Success, KC Brothers hosts Shannon Vincent and Colin Dunn—co-founders of Renew Group—to explore the broken business model that plagues many...

7/02/25 LEARN MORE
blog_post_thumbnail
Canopy vs. Karbon: Which is Better for Your Firm?

When you’re running an accounting or tax practice, choosing the right software can be the difference between, “I’ve got this,” and, “Why is everything on fire?” The right platform...

7/02/25 LEARN MORE

They like us. They really really like us.

Based on 1000+ reviews across these platforms

G2
45 stars

4.6 stars on G2.com

capterra-icon-1
45 stars

4.5 stars on Capterra

getapp-icon-1
45 stars

4.5 stars on GetApp