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Canopy Insights Advances Practice Management Analytics

Aug. 1, 2023 (Draper, UT):Canopy, provider of industry-leading accounting practice management software, is expanding the AI-driven capabilities of its software with the...

8/01/23 LEARN MORE
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How to Work Less: Embracing Efficiency in Accounting

Accounting, often associated with long hours and tedious tasks, has long been considered a profession that requires extensive time commitments. During busy seasons, working hours...

7/31/23 LEARN MORE
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Changing Work-Life Balance Into Work-Life Harmony

As the accounting industry evolves rapidly, so do the demands on accountants. The relentless pressure to meet deadlines, manage financial complexities, and adapt to technological...

7/21/23 LEARN MORE
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SOC 2 Compliance and Why It Matters

With reports of data breaches appearing on the news more frequently than ever, companies across the country are seeking increased security measures to protect the highly sensitive...

7/18/23 LEARN MORE
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Common Misconceptions of the Employee Retention Credit

The Employee Retention Credit (ERC) is a valuable resource that can help businesses navigate the complex world of employee retention, but understanding its complexities and...

7/13/23 LEARN MORE
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2023 Accounting Practice Management Survey

Executive Summary

6/20/23 LEARN MORE
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Increase Accuracy and Efficiency with Recurring Task Enhancements

What's new: We’ve enhanced the experience of creating and managing recurring tasks within Canopy’s Workflow module to provide more flexibility, context, automation, and accuracy...

6/07/23 LEARN MORE
on demand
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Six Steps to Less Work and More Life with Ryan Lazanis

Ryan Lazanis, CPA and founder of Future Firm shares his unique 6-Step blueprint to a modern firm that increases your freedom and improves your...

5/25/23 LEARN MORE
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2023 Tax Season: the Numbers, the Challenges, and the Wins

In the fast-paced accounting environment, practice management software has become essential for efficient operations and streamlined workflows. The success of any software...

5/26/23 LEARN MORE
on demand
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Practice Management: You're Doing it Wrong

The dynamic nature of practice management in accounting has sparked widespread interest, driven by its constant evolution. Gain valuable insights...

5/15/23 LEARN MORE
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Embracing Inclusion and Belonging: Keys to Longevity and Relevance

In today's fast-paced and ever-changing business landscape, leaders face the challenge of staying relevant to ensure longevity for their organizations. Understanding and embracing...

5/25/23 LEARN MORE
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Why Are Accountants Quitting?

The accounting profession has always been challenging and demanding, requiring much time, dedication, and attention to detail. However, in recent years, there has been a growing...

5/23/23 LEARN MORE
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Using ChatGPT in Your Accounting Firm (Part 2)

If you've spent any time near a screen lately, you’ve heard of ChatGPT — a language model trained by OpenAI. Every day, a new thread appears of someone who has figured out the...

5/11/23 LEARN MORE
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3 Reasons Why Accountants Need A Client Portal

Client portals have come a long way since they were first introduced. Revolutionary as they were, the first portals were simple tools—clunky and barely more secure than your...

5/01/23 LEARN MORE
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5 Ways to Prioritize Your Mental Health

Mental health determines how we handle stress, make choices and relate to others. It also impacts how we act, feel and think. The Center for Disease Control shockingly states that...

5/01/23 LEARN MORE

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