Blogs

Using Data to Manage Resources & Grow Your Firm

In the final part of this four-part series, accounting technologist Liz Scott explores how to use Canopy Insights to unlock firm-wide visibility and smarter decision-making....

Client Engagements: How to Package, Automate, and Deliver Services at...

How do you turn your firm’s services into scalable systems? In part three of this four-part series, accounting technologist Liz Scott walks through how to package your offerings...

Automations & Templates: How to Revolutionize Your Workflows

Ready to save time and scale your firm? In part two of this four-part series, accounting technologist Liz Scott explores how to use automation and templates in Canopy to...

Get the Most Out of Canopy: Your Setup Guide for Success

Before you can automate or scale, you need the right foundation. In this kickoff to her four-part series, accounting technologist Liz Scott shares how to set your firm up for...

Canopy Tax Season Wrapped: 2025 in Numbers

If you made it through tax season without losing your mind (or your files), it’s time to celebrate! Another tax season in the books, and while you were in the thick of client...

The Practice Management Playbook

Canopy Secures $70 Million Series C to Unclunk Accounting Firms with...

SALT LAKE CITY — [April 23, 2025] — Canopy, the firm-wide operating system designed to help accountants operate the accounting firm of the future, has announced a $70 million...

The Practice Management Playbook: How to Get The Most Out of Canopy

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...

Growing Your Bookkeeping or Accounting Firm: A Roadmap to Success

Jeremy Wortman Breaks Down Innovative Talent Strategies

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...

Keith Jones, CPA: Cutting Tax Resolution Time by 75% with Canopy

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...

Getting the Most from Proposal Software for Accountants

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...

Workflows Now Include Bulk Date Changes and Total Time Spent

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: