Blog | Industry News, Updates, & Features | Canopy

How to Build Strong Client Relationships at Your Accounting Firm

Building strong client relationships in your accounting firm is one of the most important things you can do to have a successful business. Happy clients who keep coming back for...

8/31/21 LEARN MORE

Client Relationships

Why You Should Wish Clients a Happy Birthday and How to Get Started

Showing your clients you care can come down to the small details — even typing their name in an email, rather than addressing the note as “Dear Client” can make a big difference....

8/26/21 LEARN MORE

Canopy Features and News

Attention Quickbooks Users! New Integrations Available Through Canopy

For our customers who use Quickbooks Online, we know it can sometimes be a hassle to constantly switch between programs to do your job. But now it's time to say goodbye to these...

8/25/21 LEARN MORE

Tax Resolution

What To Do If Your Client Gets an IRS Notice

Getting an IRS notice in the mail is probably one of the more frightening tax-related things that can happen to most of your clients. Often, taxpayers are so overwhelmed by the...

8/24/21 LEARN MORE

Practice Management

How To Attract Millennial and Gen-Z Employees to Your Accounting Firm

With 75% of AICPA members eligible for retirement, it’s critical that younger talent be brought into your offices sooner rather than later — Millennials will soon make up...

8/23/21 LEARN MORE

Practice Management

How To Build Company Culture at Your Accounting Firm

Tips to build company culture Where you work is where you spend at least 40 hours of your time on a weekly basis. That’s more than 2,000 hours annually. If you’re going to spend...

8/19/21 LEARN MORE

Canopy Features and News

Free CPE: How to Leverage Cloud-Based Practice Management Software

Practice management has become an integral part of running a successful accounting firm. Through the use of modern technology, firms are able to nimbly balance the needs of...

8/18/21 LEARN MORE

Industry News

Accounting Professor Turns into a Potato on Zoom in Viral Video

Keeping college students engaged can be a difficult feat for teachers, especially in a remote learning class. But Ryan Ball, an accounting professor for The University of...

8/17/21 LEARN MORE

Practice Management

What are the Different Types of Accounting Firms?

When people think of the accounting field, usually taxes come to mind. And while a lot of CPA's and accountants do work in tax preparation or with tax returns, did you know there...

8/13/21 LEARN MORE

Industry News

The Unromantic (But Necessary) Tax and Money Talk Before Marriage

Martha Stewart showcases 37 perfect marriage proposal stories you need to read. Search for marriage proposal ideas, and Google and Pinterest are full of great ideas. Isn’t that...

8/10/21 LEARN MORE

Canopy Features and News

Canopy's Transcripts Tool Wins Accounting Innovation Award 🎉

It's time to celebrate! We have some exciting news ... Canopy's IRS Transcripts Tool has been named as a top technology for accounting firms in CPA Practice Advisor's 2021...

8/04/21 LEARN MORE

Canopy Features and News

Here's Your Chance to Win $1K and the 2021 Canopy Innovation Award

Attention Canopy customers! We're so impressed with what we’ve been hearing about how you’ve tackled recent challenges head-on, innovating every step of the way. Now it’s time to...

8/03/21 LEARN MORE

Industry News

EA vs. CPA: Clarifying The Difference In Tax Roles

It's clear you want to be the best you can be, professionally, and a big part of unlocking your potential in the accounting industry is earning certain certifications. Many...

8/02/21 LEARN MORE

Practice Management

Best Practices for Retaining Clients at Your Accounting Firm

You can’t expect to retain clients without a strong relationship with your clients. Always get to know who they are as a person and identify what their needs are early on in the...

7/29/21 LEARN MORE