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Practice Management

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Get Paid Faster — 3 Ways to Optimize Payments Processing at Your...

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...

3/17/23 LEARN MORE
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The Easiest Way to Implement a New Practice Management Software

Hey, I get it. You’re not reading this article for fun. You’re reading because you’re worried about implementing a new practice management software for your accounting firm.

12/29/22 LEARN MORE
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5 New Year's Resolutions for Accountants in 2023

It’s almost time to ring in a new year and what better time to start fresh and improve yourself and your career? 2023 is going to be your year and it’s up to you to make the most...

12/21/22 LEARN MORE
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Technology for Accounting Firms: How Tech Makes a Firm Stand Out

Incorporating the right technology into your accounting firm can set your firm apart from the competition, help you win new customers, and maintain loyalty of the customers you...

12/14/22 LEARN MORE
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Accounting Software vs. Practice Management Software

Are you looking for accounting software or practice management software? Or, are you still not sure? Well, we can help! There’s actually a big difference between a practice...

12/02/22 LEARN MORE
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The Importance of Client Management Software for Accounting Firms

Canopy recently commissioned an independent research firm to survey 150 US-based accountants.

11/15/22 LEARN MORE
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Canopy Wins G2’s Fall Implementation Award

Get your drum rolls out and start drumming: Canopy’s Practice Management software for accounting firms just won a G2 Fall 2022 badge for Most Implementable! If you’re wondering...

10/28/22 LEARN MORE
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An Accountant's Guide to Successful Document Management

Document management is a core element of every accounting project, but it can quickly become a headache if you don’t have a good system in place. Here are a few key things to keep...

10/19/22 LEARN MORE
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Practice Management: The Employee Relationship Way

Practice management is all about finding the most efficient ways to optimize and achieve your business goals. Effective practice management is the foundation of your accounting...

9/08/22 LEARN MORE
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How to Level Up Your Accounting Firm in 8 Easy Steps

You’ve got the employees, skills, and clients in place to run a great accounting practice. But even the best team fails to operate at its fullest potential if the right systems...

9/07/22 LEARN MORE
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How to Keep Your Clients' Data Secure

In today’s work landscape, security is—or at least should be—a big deal for everyone. In the accounting world, security is especially important, considering accountants are the...

8/31/22 LEARN MORE
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How Accountants Can Leverage Accounting Practice Management Software

How can accountants leverage practice management software to be more efficient? Three things. One, they can learn what accounting practice management software is and what it’s...

8/25/22 LEARN MORE
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Integrations Your Accounting Practice Management Software Needs

The right software integrations can cut costs, increase productivity, and expand seamless communication across your accounting firm. Looking for the right practice management...

8/23/22 LEARN MORE
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Why Accountants Should Be Using the Cloud

Cloud computing is the process of delivering hosted services using the internet. In a short time, cloud computing has emerged as an efficient and advanced way to boost the success...

8/15/22 LEARN MORE
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Make More of Your Commute With These 10 Podcasts

One of the most productive things accountants can do during their morning commute is expand their knowledge by listening to industry-related podcasts. No matter what area of...

6/27/22 LEARN MORE

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