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7 Accounting Tasks You Should Have Automated by Now (2025 Guide)

10/10/25 LEARN MORE
upcoming
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Start Smarter: How Top Firms Onboard Clients in Half the Time

Speakers:

11/04/25 LEARN MORE
on demand
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Conversations That Matter: Simplifying Workflows and Safeguardin Your...

In this session, KC Brothers joins Rightworks, Gulf Coast Accounting, and Annapolis Accounting Services to talk about what it really takes to...

10/07/25 LEARN MORE
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Infinite Ties: Built for the Firms Ready to Lead and Redefine CAS

In this episode of Canopy Practice Success, host KC Brothers welcomes two leaders who have been shaping Client Advisory Services for years: Deneen Dias and Christine Triantos,...

10/08/25 LEARN MORE
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What I’ve Learned After a Couple Years of Using AI at My Accounting...

Whenever the topic of artificial intelligence and accounting comes up, one of the first questions people ask is: “Is AI going to replace accountants?” And while this fear is...

10/08/25 LEARN MORE
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What’s New at Canopy: Fall 2025

The Past 6 Months Over the past six months, we’ve been focused on unclunking firm workflows, simplifying client engagement, and giving your team more ways to work smarter. From...

10/02/25 LEARN MORE
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The Engagement Toolkit

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How MillerMusmar CPAs Switched to Canopy During Tax Season

10/01/25 LEARN MORE
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The all-new Engagements is here. Get ready to win more business.

What’s New Canopy is redefining engagement management and raising the bar for the entire accounting profession with the launch of the all-new Engagements. We’ve transformed Canopy...

10/01/25 LEARN MORE
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Why Time Tracking Software Is a Game-Changer for Growing Accounting...

If you run an accounting firm that’s grown beyond a handful of staff, you already know this: time is your inventory. Misplace it, and you lose money. Misprice it, and you leave...

9/30/25 LEARN MORE
upcoming
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The Practice Management Playbook: 7 Strategies for Firm Efficiency

Speakers:

11/04/25 LEARN MORE
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Why Every Accounting Firm Needs an AI-First Strategy (and How to...

Accounting is changing fast, and AI is leading the charge. Terrell A. Turner (Co-founder and CEO of TL Turner Group, and creator of the Golden A.G.E. Framework) has seen firsthand...

9/24/25 LEARN MORE
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Dave Spence: Turning Tax Planning into Financial Freedom

In this episode of Canopy Practice Success, host KC Brothers sits down with Dave Spence, a CPA turned financial planner with decades of experience in both public accounting and...

9/24/25 LEARN MORE
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Jason Staats: AI, finding your niche, and leveling up your tech stack

In this episode of Ask Jason Staats Anything, Canopy CEO Davis Bell sits down with industry thought leader Jason Staats to explore the future of accounting firms. The conversation...

9/23/25 LEARN MORE
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A Pathway to Professional Freedom: The Case for Simplicity

The Wake-Up Call We Didn’t Expect When COVID arrived, it forced firms everywhere into an unplanned experiment. Overnight, offices shut down, teams went remote, and clients...

9/17/25 LEARN MORE

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