CONTENT HUB >

Blogs

blog_post_thumbnail
Benefits of CRM for Accountants

In today’s technology-driven world, we rely heavily on connections with teams and clients. But this is an issue when the various applications we rely on are islands unto...

9/23/24 LEARN MORE
blog_post_thumbnail
Implementing Client Cleanup Tasks in Canopy

Task Templates are a Blueprint for Success Accounting efficiency and consistency are the keystones of client satisfaction and team productivity. Workflow automation, specifically...

9/20/24 LEARN MORE
blog_post_thumbnail
Andrew Lassise on Building a Successful Tech Stack

In this episode, Andrew Lassise, founder of Tech for Accountants, shares his career journey, from entering the financial planning world during the 2009 recession to transitioning...

9/18/24 LEARN MORE
blog_post_thumbnail
Lera Kooper's Bold Technology Overhaul from 14 Apps to 5

In aninterview with Liz Scott, Lera Kooper, co-owner of Accountability Services, shared her firm's journey toward optimizing its tech stack. She explained how the need to address...

9/10/24 LEARN MORE
on demand
blog_post_thumbnail
The Great Accounting Debate: Old School vs. New School

Participants: Brittany Malidore, Co-Founder, Ledgerly Consulting Dr. Jackie Meyer, CPA, CCTA, President, TaxPlanIQ Matthew McComb, CPA, President,...

10/08/24 LEARN MORE
blog_post_thumbnail
Charting the Future of Accounting

Executive Summary The accounting profession stands at the precipice of transformative change driven by rapid advancements in technology and evolving client expectations. This...

9/06/24 LEARN MORE
blog_post_thumbnail
Why Accountants Need Engagement Letters for Business & Engagement...

9/04/24 LEARN MORE
blog_post_thumbnail
Jessie Williams on Shifting from an Overworked Firm to an Optimized...

Jessie Williams, an experienced accountant and Canopy user, covers the importance of setting boundaries in the accounting profession, to maintain good mental health. This episode...

9/04/24 LEARN MORE
blog_post_thumbnail
Mastering the Capacity Mindset: My Journey with Canopy

Capacity Mindset I have discovered the magic of the "capacity mindset" in the hectic accounting world. It's all about maximizing my time, resources, and talent to enhance my...

9/04/24 LEARN MORE
on demand
blog_post_thumbnail
Charting the Future of Accounting

Panelists: Gail Perry, Editor, CPA Practice Advisor Roger Knecht, PB, PGE, VB, President, Universal Accounting Kyle Whittle, Director of Customer...

9/12/24 LEARN MORE
blog_post_thumbnail
Uplevel Client Experience in Your Firm

Client standards are at an all-time high and accounting firms must prioritize a client-centric approach to stay ahead. Client-centric accounting focuses on enhancing the overall...

8/28/24 LEARN MORE
blog_post_thumbnail
Accountability Services: Modern Excellence in Accounting with Canopy

Profile Accountability Services is a forward-thinking accounting firm located in Seattle, Washington and Boulder Valley, Colorado. The firm, co-owned by Lera Kooper, Dave Fischer...

8/26/24 LEARN MORE
blog_post_thumbnail
The Power of Simplifying Your Firm

In today's fast-paced accounting and tax environment, simplicity is more important than ever. There's so much to stay on top of: modern technology stacks, positive client...

8/21/24 LEARN MORE
blog_post_thumbnail
Katie Thomas: From CPA to Marketing Maven

In this episode of Canopy’s Practice Success Podcast, Katie Thomas, a CPA turned marketing expert, shares her unique journey from working at a Big Four accounting firm to...

8/21/24 LEARN MORE
blog_post_thumbnail
Unity Business Advisors: Transforming Client Satisfaction with Canopy

Profile Unity Business Advisors is a firm located in Lynnwood, WA, with a strong presence in the accounting industry for the past 25 years. The firm comprises 15-18 team members...

8/21/24 LEARN MORE

They like us. They really really like us.

Based on 1000+ reviews across these platforms

G2
45 stars

4.6 stars on G2.com

capterra-icon-1
45 stars

4.5 stars on Capterra

getapp-icon-1
45 stars

4.5 stars on GetApp