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.
Introduction So, you’ve made the investment in practice management software - bravo! Now it’s time to use it to its full potential. Too often, firms invest in a platform like...
In this episode of Canopy Practice Success, host KC Brothers interviews Jeremy Wortman, an organizational psychologist with a unique background in consulting for the accounting...
Profile Keith Jones, CPA, is a tax resolution expert with over two decades of experience serving clients in rural northwest Florida and beyond. Growing his customer base while...
Creating a proposal for a potential new client sets the tone for the professionalism they expect from your firm moving forward. Even the most prolific accountants struggle with...
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What's New Smarter workflows start here—because accounting teams deserve a platform that keeps up with them. Check out what’s new to Workflow:
If reminding clients to sign their engagement letter makes you feel like a dentist scheduling root canals, it may be time to rethink how you are selling the task.
In this episode of Canopy Practice Success, KC hosts John Higgins, a seasoned CPA, to discuss the critical role of technology in modern CPA practices. Higgins, who has spent his...
Future-focused accountants are always assessing the health of their firm. Outside metrics, employee satisfaction, or your own work-life balance, there is an easy, albeit not...
What's New Enhance your client engagement and save time with new Client Engagement Platform capabilities. Now, you can efficiently send bulk engagement letters and add compelling...
Client portals for accountants are a crucial extension to your firm—one that can quickly elevate or detract from your reputation and your clients’ experience. Because you’re not...
Hey there, accounting leaders! I'm Liz Scott, an expert in accounting technology and workflow optimization. Let’s talk about something that might not sound thrilling at first but...
I love owning a CPA firm, but I’d be lying if I said everything about my world today is exactly as I expected it to be. Here are the 5 biggest surprises I’ve discovered (so far)...
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