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Webinars

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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...

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Stop Resisting Change & Start Controlling It

Speaker: Sean Duncan, President & Founder of SMD Consulting & Accounting, LLC

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A Closer Look: Firm Insights

Come get a closer look into diving into data on your clients, tasks, capacity, and time. We'll explore how you can quickly spot trends, set up...

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Lies Accountants Tell Themselves

In this webinar “Lies Accountants Tell Themselves”, our panelists discuss Canopy’s recent 2023 Accounting Practice Management Survey and how some of...

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Get Paid Faster- And Other Methods and Practices For Running A Well...

In this webinar, Jason Blumer, CPA, discusses the contrast between service and operations in accounting firms. Learn all the critical operational...

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How To Be a Communication Expert: The Accountant Version

So, you’re good with numbers. That’s great. Crucial, even. But how are you at…communicating? Because that’s what’s going to set you apart from other...

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A Quick Look: Canopy AI

Modern Practice Management isn't modern without AI. In just the first 6 months of 2023, AI improvements have changed lives, made waves, and continue...

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Canopy's 2023 Practice Management Report

From tracking time to hiring staff, Canopy surveyed the top difficulties accounting firms are facing for 2023 and are sharing the results! Gaynor...

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Business Metrics - You're tracking data but are you using it to...

All accounting firms have metrics. From client numbers, revenue, time spent, and more. But are you maximizing your data to make positive real world...

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Six Steps to Less Work and More Life with Ryan Lazanis

Ryan Lazanis, CPA and founder of Future Firm shares his unique 6-Step blueprint to a modern firm that increases your freedom and improves your...

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Practice Management: You're Doing it Wrong

The dynamic nature of practice management in accounting has sparked widespread interest, driven by its constant evolution. Gain valuable insights...

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A Closer Look: Canopy Payments

In this webinar, we get a closer look into the newly improved Canopy Payments. Learn how our integrated payment processing tool can improve client...

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Two Clicks to Transcripts with Dawn Brolin

In this webinar, Dawn Brolin discusses the firm-wide benefits of Canopy's Transcripts & Notices tool and how it's increased the value of her firm,...

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A Closer Look: Preparing for Tax Season

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...

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Guide to 2023 Tax Season Individual Updates

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....

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