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Practice Management

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Best Practices for Retaining Clients at Your Accounting Firm

You can’t expect to retain clients without a strong relationship with your clients. Always get to know who they are as a person and identify what their needs are early on in the...

7/29/21 LEARN MORE
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What to Know About the 2021 CPA Exam Changes

As we all know, technology is becoming an integral tool in every industry, especially within the finance and accounting world. The world's first accountants used abacuses but as...

7/22/21 LEARN MORE
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3 Reasons Engagement Letters are Critical to Your Practice

Engagement letters are the foundation of the legal relationship between tax professionals and their clients. They are letters that, once signed by both you and your client,...

7/19/21 LEARN MORE
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Earn Free CPE Credits and Become An Expert in Cyber Security

Cybercrime, cybersecurity, phishing, malware, ransomware, the list goes on and on, but it really doesn’t pertain to you, right? You might think you are too small and don’t really...

7/14/21 LEARN MORE
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A Quick Guide to Successful Networking

Do you struggle with networking? The thought of making small talk with complete strangers may make you uncomfortable or even downright terrified. You know that meeting new people...

7/13/21 LEARN MORE
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Webinar: Increase ROI at Your Accounting Firm With This Tech Stack

Increasing productivity and making sure you’re getting the most out of your efforts is critical to the success of your firm. Unfortunately, it can be difficult to measure return...

7/12/21 LEARN MORE
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Hear from Industry Experts on Growing Client Advisory Services

Earlier this week, Canopy hosted a webinar in a partnership with Divvy sharing advice from experts about how to grow your firm by offering Client Accounting and Advisory Services,...

7/01/21 LEARN MORE
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3 Strategies to Improve Client Follow-Up At Your Accounting Firm

An important piece of developing long-lasting relationships with clients is an effective checking-in method. There are different kinds of client follow-up for the different stages...

6/24/21 LEARN MORE
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Canopy Announced as a G2 Leader!

Thanks to our amazing customers, we’ve been honored as a G2 Summer Leader. Please forgive us if we toot our own horn for a minute.

6/23/21 LEARN MORE
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Webinar: Learn How To Grow Your Firm Through CAAS

Did you know that Client Accounting and Advisory Services (CAAS) are set to grow by 35% between now and 2025? Now is the time to learn how savvy firms are leveraging technology to...

6/22/21 LEARN MORE
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5 Ways to Protect Your Clients Against Tax Identity Theft

Tax identity theft is a matter of grave concern for individuals and businesses alike. It robs people of their personal data, tax returns, and all the time and effort they put into...

6/21/21 LEARN MORE
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Advising Clients on the Child Tax Credit

More than 36 million families will receive letters from the IRS in the coming weeks. But this time, it’s good news and you can ease your clients' worry when they call you freaking...

6/17/21 LEARN MORE
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5 Simple Ways to Look Professional on Video Calls

Virtual meetings are a necessity in the modern workplace and they can be a great way to stay in touch with your colleagues and clients who live in far-away places. Here are five...

6/14/21 LEARN MORE
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Working in the Office? Going Hybrid? Staying Remote? What to Know

Tax season is finally over and now it’s time to focus on some things that might have gone unnoticed during the busy season — like the important decision on how to adapt your...

6/09/21 LEARN MORE
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Why You Need a Growth Strategy

Should you join ABC organization? How about purchase an ad in XYZ publication? Or set up a table at the upcoming 123 event? If you find yourself contemplating these types of...

6/07/21 LEARN MORE

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