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In 2025, Canopy doubled down on a simple but ambitious goal: help accounting firms spend less time on admin and more time delivering high-value advisory work. That meant...
This brings us to why capacity planning can transform a firm's growth capabilities and why these planning tools give leaders the visibility, agility, and confidence they’ve been...
In this episode of the Canopy Practice Success Podcast, Beth Whitworth, CPA, owner of Accounting with Confidence and host of the Accounting with Confidence podcast, shares...
Running an accounting firm is harder than ever. Staffing shortages, rising expectations, and nonstop admin work create bottlenecks. In this interview, Solutions Group shares...
If you’re still manually building tax questionnaires from scratch? Stop. Whether you're collecting details for a simple individual return or wrangling documents for a complex...
We're ringing in the new year with tax updates!
The Challenge Every Firm Is Facing As my team and I speak with accounting firms across the country, one challenge rises above all the rest: a shortage of staff and too much work...
What’s New Canopy now supports structured 3-tiered proposals within Engagements—letting firms easily present clients with Bronze, Silver, and Gold packages in a single, polished...
What’s New Smart eSign is here! Canopy now uses AI to automatically place signature, date, and text fields on formal documents—reducing the need to manually drag and drop fields...
Streamline Intake. Power Your Workflow. Let AI Do the Heavy Lifting.
I’d like to talk about a mistake most accounting firms make:
Accounting Today’s Editor in Chief, Dan Hood, joins KC Brothers to break down the major trends shaping the future of the accounting profession. From the slow adoption of cloud...
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