Build your practice management platform to work as you need it.
Follow a process for when your tax clients don't follow theirs.
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.
In the ever-changing financial landscape, regulations established by governing bodies are crucial for maintaining stability and integrity. They serve as the foundation of the...
There's no doubt that the accounting industry is changing at a rapid clip. The integration of technology, specifically artificial intelligence (AI) and automation, means that...
October is coming — the spookiest time of the year...especially for accountants, considering Oct. 15 is a pretty scary day. So let's turn our focus on the more fun parts of the...
Tuesday, September 5th @ 11:00am MST
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”,...
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...
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...
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,...
What's new:
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...
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...
The accounting industry is undergoing significant changes in today's fast-paced and technology-driven world. Integrating AI and technological advancements presents challenges and...
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...
What's new: Create custom roles to help manage team assignments. Use these roles to populate a client record template for easy client creation. Or use the roles on a client...
Aug. 1, 2023 (Draper, UT):Canopy, provider of industry-leading accounting practice management software, is expanding the AI-driven capabilities of its software with the...
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