Build your firm-wide operating system to work as you need it.
What we mean when we call Canopy “all-in-one”.
Build your practice management platform to work as you need it
If it has to do with accounting, practice management, or Canopy, it's here.
All-in-one practice management that unlocks the firm you've always wanted.
What's New Smart intake just got smarter! With AI Document Request Lists, you can now create unique requests for clients one by one or in bulk. Use a prompt, template, or file to...
Imagine this for a second: every client you work with is a dream. Like, actually a dream.
In this episode of Canopy Practice Success, KC Brothers chats with Michael Ly, CEO of Reconciled, about how active listening can transform the way accounting firms sell and grow....
Every click matters. In this exclusive workshop, we’ll show you how to unlock the most efficient path to success with Canopy’s tools—proving that the...
Many accounting firms struggle to differentiate themselves in a crowded market, but it doesn't have to be that way. Learn why niching down is the key...
The Great Accounting Debate is back, and this year's showdown tackles one of the profession's biggest questions: Billable Hour vs. Value Pricing. For...
In June, I had the great pleasure of presenting to like-minded firm owners at the Canopy Road Show in Seattle. Sharing what we’re doing to chart a new course for our industry was...
Accountants, you’ve probably heard the saying: riches are in the niches. And while that’s absolutely true, trying to figure out the best way to create an effective go-to-market...
With Canopy, Parish CPAs + Business Advisors has built a workflow that keeps everyone aligned, whether they’re in the office, remote, or overseas. The team uses custom task...
In this episode of Canopy Practice Success, host KC Brothers chats with Kane Polakoff, a seasoned leader with over 30 years in accounting and advisory. Kane shares his journey...
"Leading without followers is just taking a walk" - John Maxwell
With so many solutions promising to streamline your accounting, tax, advisory, bookkeeping, and audit workflows, it’s easy to get lost in lists of features.
In this episode of Canopy Practice Success, host KC Brothers interviews Ryan Lazanis, founder of Future Firm, about what it really takes for accountants to build scalable,...
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