Build your firm-wide operating system to work as you need it.
What we mean when we call Canopy “all-in-one”.
Build your practice management platform to work as you need it
If it has to do with accounting, practice management, or Canopy, it's here.
All-in-one practice management that unlocks the firm you've always wanted.
In this episode, the conversation between John Mitchell and Darren Root discusses leveraging Canopy, to enhance brand engagement and team efficiency from prospect to engagement.
In this episode, the discussion revolves around the significance of customer relationship management (CRM) in firms, highlighting how it centralizes customer interactions and...
In this episode, the conversation between John Mitchell and Darren Root revolves around the importance of a modern client experience in accounting firms. They discuss the impact...
CAS firms focus on advisory accounting services rather than a compliance-heavy service. But, what exactly is it? Learn more below! By now, you’ve probably heard of CAS, CAAS,...
Leveraging the right Customer Relationship Management (CRM) software is key to enhancing efficiency, improving client relations, and driving business growth. This post delves into...
A new challenge faces the rapidly-changing accounting industry: how to bridge the gap between client expectations and reality. In fact, a staggering 72% of clients in the...
The emergence of the remote work phenomena, accelerated by the COVID-19 pandemic, has reshaped and revolutionized various industries, including accounting. This profound shift has...
In a recent webinar, “Lies Accountants Tell Themselves,” hosted by Canopy, we had industry experts dive into a new research report, “2023 Accounting Practice Management Survey”,...
The key to success in any business is building lasting relationships with clients. But what happens when managing clients takes up too much of your time and energy? The best way...
Getting paid is how your accounting firm will stay successful — there's no way around it. When it comes to navigating the nuances of getting paid, it's never simple. Here are top...
For any business looking to grow, finding new customers and retaining existing ones is the lifeblood of their business, and accounting firms are no different.
As accountants, you know the importance of client satisfaction—they are the backbone of your business after all. Wouldn’t it be nice to know what was going on inside their heads?...
Times have changed these past few years, haven’t they? There have been so many differences around the world, not only in our personal lives, but in our professional lives as well....
You did it! You finally landed that much-anticipated client. The big one or the first one or just another one. So it’s time to get to work, right?
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