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Webinars

upcoming
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Unclunk Your Firm with Canopy | Special BDO Demonstration

What does it mean to unclunk your firm? Join a special BDO demonstration of Canopy's practice management solution to find out. The demo will feature...

6/26/24 LEARN MORE
upcoming
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How To Win The Talent War

**Join to earn 1 CPE Credit** Speaker: Katie Thomas, CPA, 40 Under 40 CPA Practice Advisor

6/27/24 LEARN MORE
on demand
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Canopy's 2024 Roadmap- Making Your Life Easier

Speakers: KC Brothers & Shane Westra Tax Day has come and gone and we know you’ve been busy, we have the metrics to prove it. In this webinar we’ll...

5/23/24 LEARN MORE
on demand
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Canopy Demo Sweepstakes

Presenters: Michael Salmon, Canopy Eric Bonney, Managing Shareholder, Harvest Tax & Accounting Services Rekha Nomula, Operations Manager, AppleTree...

5/07/24 LEARN MORE
on demand
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Mindfulness Practices for Busy Season: Alleviate Stress and Create...

Presenter: Amy Vetter, CPA, CITP, CGMA, MBA, and CEO of The B3 Method Institute and B3 Yoga. Busy season is upon us! For many tax and accounting...

2/20/24 LEARN MORE
on demand
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The Guide to 2024 Tax Season- Business Updates

Join for 1 Free CPE Credit

1/11/24 LEARN MORE
on demand
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A Closer Look: Engagements & Proposals

Come get a closer look into Canopy's Engagements & Proposals, the first ever natively built Engagements functionality in a practice management...

12/20/23 LEARN MORE
on demand
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The Guide to 2024 Tax Season-Individual Updates

Speaker: Tanya Baber

12/07/23 LEARN MORE
on demand
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Tips for Managing Capacity During Tax Season with Jason Blumer

Presented by: Jason Blumer, CPA It's that time again to begin exploring ways we can manage tax season, stay sane, and still be intentional about how...

11/28/23 LEARN MORE
on demand
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Canopy Summit 2023

Canopy’s 2023 Summit will highlight product improvements from the past year as well as what to expect from the Canopy roadmap in 2024.

11/09/23 LEARN MORE
on demand
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The Future is Now: How to Modernize Your Firm Today

Wanting to modernize your firm but unsure of where to start? Unsure of what "modernize" even means? In this webinar hear from Terrell Turner, CPA and...

10/26/23 LEARN MORE
on demand
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Canopy Demo Sweepstakes

Discover how Canopy has revolutionized the operations of accounting firms similar to yours by automating intricate workflows, enhancing client...

11/01/23 LEARN MORE
on demand
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Turning Connections Into Clients

Learn how to cut through the noise and find your ideal clients, start conversations with them, and turn them from "Who are you?" to "How can we work...

10/24/23 LEARN MORE
on demand
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Business Metrics: You're Tracking Data, But Are You Improving?

Canopy data experts, KC Brothers, and Malcolm Felt will discuss better ways to track your data and interpret it to improve your business. Whether you...

10/10/23 LEARN MORE
on demand
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A Closer Look: Roles

See how powerful tools can help you get more work done with less confusion and coordination, clearer assignments, and work queues. We'll show you how...

9/05/23 LEARN MORE

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4.5 stars on GetApp