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Practice Management

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Practice Management
The Art of Slowing Down to Speed Up with Canopy Templates

Your inbox is full of client questions you’ve answered before. You’re flipping through tabs, spreadsheets, email drafts, and productivity tools you’ve forgotten how to use. And...

5/19/25 LEARN MORE
on demand
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Practice Management
How People-First Firms Attract & Keep Top Talent

Speakers: Kristy Busija, CEO and Founder of Next Conversation Consulting Rusty Fulling, CEO of Fulling Management & Accounting, Inc.

5/14/25 LEARN MORE
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Practice Management
Campbell & Co: A New CPA Firm Set Up for Success with Canopy

Profile Campbell & Co provides central Virginia businesses with services that include tax returns, tax planning, bookkeeping, write-up and payroll. When he launched the firm in...

5/14/25 LEARN MORE
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Practice Management
7 Hidden Inefficiencies in Your Firm (and How Practice Management Can...

Speakers:

5/27/25 LEARN MORE
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Practice Management
Canopy Pricing: A Better Deal Than You Think (Especially When You Do...

When accountants look at practice management software, pricing is often one of the first questions—and one of the hardest to compare across platforms.

5/12/25 LEARN MORE
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Practice Management
The Ultimate Guide to Document Management for Accountants

Collecting hundreds—if not thousands—of client documents, saving them as recognizable names, and storing them in the right place is tedious and time consuming. After all, Every...

5/12/25 LEARN MORE
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Practice Management
The Tax Season Survival Guide for Professionals

How was last tax season? Your best ever? Or your most exhausting… the most tears shed, the most midnight oil burned, most hours spent daydreaming about opening the surf shop your...

5/07/25 LEARN MORE
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Practice Management
Client Engagements: How to Package, Automate, and Deliver Services at...

How do you turn your firm’s services into scalable systems? In part three of this four-part series, accounting technologist Liz Scott walks through how to package your offerings...

4/30/25 LEARN MORE
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Practice Management
Automations & Templates: How to Revolutionize Your Workflows

Ready to save time and scale your firm? In part two of this four-part series, accounting technologist Liz Scott explores how to use automation and templates in Canopy to...

4/30/25 LEARN MORE
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Practice Management
Get the Most Out of Canopy: Your Setup Guide for Success

Before you can automate or scale, you need the right foundation. In this kickoff to her four-part series, accounting technologist Liz Scott shares how to set your firm up for...

4/30/25 LEARN MORE
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Canopy Features and News
Canopy Secures $70 Million Series C to Unclunk Accounting Firms with...

SALT LAKE CITY — [April 23, 2025] — Canopy, the firm-wide operating system designed to help accountants operate the accounting firm of the future, has announced a $70 million...

4/23/25 LEARN MORE
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Practice Management
The Practice Management Playbook: How to Get The Most Out of Canopy

Introduction So, you’ve made the investment in practice management software - bravo! Now it’s time to use it to its full potential. Too often, firms invest in a platform like...

4/18/25 LEARN MORE
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Practice Management
Getting the Most from Proposal Software for Accountants

Creating a proposal for a potential new client sets the tone for the professionalism they expect from your firm moving forward. Even the most prolific accountants struggle with...

4/14/25 LEARN MORE
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Practice Management
The Power of Client Feedback in Accounting: Driving Excellence and...

Future-focused accountants are always assessing the health of their firm. Outside metrics, employee satisfaction, or your own work-life balance, there is an easy, albeit not...

4/02/25 LEARN MORE
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Practice Management
New in Canopy: Bulk Engagements & Engagement Letter Introductions

What's New Enhance your client engagement and save time with new Client Engagement Platform capabilities. Now, you can efficiently send bulk engagement letters and add compelling...

4/01/25 LEARN MORE
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