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Practice Management Suite

Build your practice management platform to work as you need it.

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Client Engagement Make the most of your relationships.
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Document Management Stop wasting time and energy wrangling document sprawl.
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Workflow Focus your time on the right things.
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Time & Billing Manage & track them both with Canopy.
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Client Portal Because clients need a one-stop-shop too.
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Payments Getting paid should not be difficult. Period.
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Insights Keep a finger on the pulse of your firm.
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Engagements & Proposals So much more than just a letter, document, or quote.
Compliance Solutions

Follow a process for when your tax clients don't follow theirs.

Transcripts & Notices Get all of the data with none of the hassle.
Tax Resolution Tax issues are messy. Your process to solve them doesn't have to be.
Practice Management Suite

Build your practice management platform to work as you need it

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Client Management Make the most of your client relationships.
Content Hub

If it has to do with accounting, practice management, or Canopy, it's here.

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Blog News, product updates, and key insights into the accounting industry.
CPE Earn free CPE and CE credits with self-study video courses.
Ebooks In-depth research that takes you into the inner workings of accounting.
Webinars On-demand, industry expert-led webinars.
Why Canopy?

All-in-one practice management that unlocks the firm you've always wanted.

Overview Unclunk the firm you have. Unlock the firm you’ve always wanted.
Case Studies See how Canopy helps firms.
Implementation Canopy helps you get started (and to ROI) quickly.
Compare See how Canopy stacks up to the competition.
Company Info Who we are, what matters to us, plus some awards we've won.
Careers We're hiring! Check out our open positions.
Press Room The latest Canopy news.
Contact Us Email, call, or snail mail us here.
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  • Start free trial
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  • Product
    • Practice Management Suite
    • person-checkmark
      Client Engagement
    • communication-email-template
      Document Management
    • shape-lightning-bolt
      Workflow
    • time-timer-dollar
      Time & Billing
    • communication-mobile-phone
      Client Portal
    • billing-hand-coins
      Payments
    • misc-bar-graph
      Insights
    • communication-letter-front
      Engagements & Proposals
    • Compliance Solutions
    • Transcripts & Notices
    • Tax Resolution
  • Pricing
  • Resources
    • Content Hub
    • Blog
    • CPE
    • Ebooks
    • Webinars
    • Why Canopy?
    • Overview
    • Case Studies
    • Implementation
    • Compare
  • About Canopy
    • Company Info
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    • Contact Us
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Schedule your Canopy Demo.

EXPLORE TOPICS & RESOURCE TYPES
  • Canopy Features and News
  • Client Relationships
  • Document Management
  • Industry News
  • Marketing Your Practice
  • Practice Management
  • Product Updates
  • Tax Preparation and Planning
  • Tax Resolution
  • All
  • Blogs
  • Case Studies
  • CPE
  • eBooks
  • Podcast
  • Press Room
  • Webinars
CONTENT HUB >

eBooks

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eBooks
2023 Accounting Practice Management Buyer's Guide

Navigating the world of accounting practice management software can be a daunting task. Prospective buyers run into questions like, "How much should practice management software...

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eBooks
Finding Clients that Grow Your Firm

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eBooks
How to Fix the Business of Your Firm

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eBooks
Safeguarding Your Accounting Firm: The Importance of Cybersecurity

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eBooks
What You Need to Know for Tax Season 2023

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eBooks
How Document Management Software Solves Headaches for Accounting Firms

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eBooks
Where Firms Go Wrong With Practice Management Software

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eBooks
How Better Workflow Can Be Your Firm's Secret Weapon

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eBooks
What Is Accounting Workflow Software?

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eBooks
Ultimate Guide to CAS for Modern Accountants

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eBooks
What You Need To Know For Tax Season 2022

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eBooks
2021 Accounting Client Expectations Study

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eBooks
How Anyone Can Streamline Document Management To Maximize ROI

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eBooks
How To Optimize Your Time & Billing Systems

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eBooks
4 Ways to Create a Top-Tier Client Experience

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