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5 Tips to Attract Clients

Accounting and bookkeeping practice owners are facing two major challenges when it comes to attracting clients to their practice:

6/05/24 LEARN MORE
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Canopy Roadmap Webinar Q&A

We were thrilled to see your excitement and participation. Despite several people responding to your questions in real-time, so many still came in. Thank you for your curiosity...

6/03/24 LEARN MORE
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Appletree Business Services Modernizes Firm with Canopy

Profile: Patrick Dichter, the owner of Appletree Business Services, transitioned into accounting through an unconventional route. Before owning an accounting firm, Patrick spent a...

5/31/24 LEARN MORE
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Canopy Shines During Tax Season: A Behind-the-Scenes Perspective

As the dust settles on the most intense period of the year for financial professionals, we're taking a moment to celebrate the incredible achievements of our backend systems and...

5/29/24 LEARN MORE
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Essential Change Management Strategies for Accountants

The off-season is when you can examine how your tax season went and reflect on changes you can make for the next season. Sometimes, those changes are significant — new tech stack,...

5/22/24 LEARN MORE
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Practice CS to Canopy: The Guide to Switching Practice Management...

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Canopy Raises $35M in New Funding Round

South Jordan, UT – [May 8, 2024] – Canopy, the firm-wide operating system that helps accountants build the firm they’ve always wanted, is thrilled to announce the successful...

5/08/24 LEARN MORE
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The Evolution of Artificial Intelligence in Accounting

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Traditional CRM vs. Accounting CRM

Did you know that Customer Relationship Management (CRM) systems can increase customer retention rates by 27% and improve customer relationships in 74% of businesses? It's no...

4/24/24 LEARN MORE
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Top 6 Best Accounting CRMs - 2024

Leveraging the right Customer Relationship Management (CRM) software is key to enhancing efficiency, improving client relations, and driving business growth. This post delves into...

4/17/24 LEARN MORE
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Unlocking Efficiency: The Power of a Firm-Wide Operating System

For the accounting firm focused on maximizing profit and efficiency, antiquated practice management solutions that only meet a few needs are no longer sufficient for accounting...

4/10/24 LEARN MORE
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AI in the Accounting Industry: Capabilities and Limitations

Integrating Artificial Intelligence (AI) into the accounting sector has been a game-changer, offering unprecedented efficiency improvements and accuracy levels. However, while AI...

4/03/24 LEARN MORE
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Files Interface Redesign

What's new: We are thrilled to announce the launch of the Files Interface Redesign within Canopy's Document Management module. This update transforms the way Canopy users interact...

4/01/24 LEARN MORE
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Randy Johnston Talks About Accounting Trends, Selecting a Vertical,...

Randy Johnston, executive vice president of K2 Enterprises, sits down with Canopy to discuss his 30+ years in accounting and technology. In the episode Randy discusses the need...

3/27/24 LEARN MORE
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Building an Outstanding Team: Wisdom Gained from Two Decades of...

With over twenty years dedicated to nurturing team growth, Jason Blumer has gained a profound understanding of the pivotal role team building plays in a company's expansion....

3/27/24 LEARN MORE

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