Whether you’re new to Canopy or you’ve been with us for a while, this webinar will provide a closer look into several features that we’ve released...
One thing that has remained the same over the past few years, is that everything changes as it relates to taxes. The 2023 tax season is no different....
Come get a closer look into comments & @mentions. See how these new features can improve efficiency, declutter your email, and contextualizing your...
Come listen to Dawn Brolin discuss how she has benefitted from pulling years of her clients’ transcripts, as well as receiving proactive notices...
Come get a closer look into the Canopy's Time & Billing module. See how this module can help your firm track your time, collect payments from your...
Angie Lucas, a self-made author, experiences seemless communication with her CPA due to Canopy's client portal.
Learn from expert, Dawn Brolin in this webinar as she demonstrates how her tax and accounting practice is implementing Canopy and how she has...
A Utah-based CPA firm has experienced growth, even through challenging times, due to Canopy's suite of software.
Come get a closer look into the Canopy Virtual Drive and secure links. See how these new features can improve efficiency by streamlining your process...
Come get a closer look into Canopy’s Workflow automation with Malcolm Felt & Jonathan Timothy. Explore how Canopy can help your firm increase...
You know you need a better way to manage your accounting firm from client onboarding through each step of your client engagements to transparent...
Partners in accounting firms are working harder and more than ever sacrificing the quality of life while not being rewarded for the value they...
Learn from experts Donny Shimamoto, Katie Tolin and Jonathan Timothy as they discuss how automating your firm's workflow can transform your firm for...
Streamline and transform your tax and accounting practice into a profitable advisory (CAS) practice using the 3 key accelerators Sean Duncan, CPA,...
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