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...

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...

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...

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...

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...

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...

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...

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...

Top 7 Client Portals for Accountants in 2025

Client portals for accountants are a crucial extension to your firm—one that can quickly elevate or detract from your reputation and your clients’ experience. Because you’re not...

Liz Scott's Free Monthly Bookkeeping Checklist for Accountants

Hey there, accounting leaders! I'm Liz Scott, an expert in accounting technology and workflow optimization. Let’s talk about something that might not sound thrilling at first but...

Streamling Deadlines and Deliverables: The Role of Accounting Project...

Accounting firms manage multiple complex client projects at the same time. The scope of work for every client involves unique variables and details to their work, but each project...

Beyond the Busy Season: Building a Sustainable and Scalable...

Let Us Get the Conversation Started: Breaking the Cycle of Overwork Many accounting firms operate in survival mode during busy seasons, only to face unpredictable—and often...

The Future of Accounting Operations: Embracing Technology and...

The accounting industry has transformed from a tedious series of manual processes into a specialized field assisted by integrations and spreadsheets.

From Chaos to Order: How to Improve Workflow & Client Communication

How Canopy Helps You Put Clients First

These days, keeping up with client expectations feels tougher than ever. Your clients want fast responses, smooth communication, and tech that actually makes their lives easier....