Blog | Industry News, Updates, & Features | Canopy

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🎓 Canopy Classroom: Template Tactics: Supercharge SOPs & Recurring...

Strong workflows start with structure, and your task templates set the tone.

12/03/25 LEARN MORE

upcoming

Webinars

🎓 Canopy Classroom: Profitable Proposals: Next-Gen Engagements That...

Speaker: Engagements are where clarity meets revenue—and your proposal structure sets the tone.

12/17/25 LEARN MORE

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How to Lead Your Firm Into the 21st Century

Does your firm embrace change, or avoid it until it's too late? Modernizing your firm isn't just about adopting new technology. Real transformation...

11/20/25 LEARN MORE

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Featured

The Guide to 2026 Tax Season: Individual Updates

Speaker:

12/16/25 LEARN MORE

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Canopy Summit 2025

Canopy Summit 2025 was one for the books! Watch the replay to hear insights from Jason Staats, get a first look at Canopy’s product roadmap, and...

11/13/25 LEARN MORE

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Your Best Tax Season Yet

Learn key strategies that can flip tax season at your firm from the most stressful time of year to just another date in the calendar.

12/02/25 LEARN MORE

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How to Close 32% More Sales & Build a Firm Full of Your Ideal Clients

If you’ve ever felt overworked, underpaid, or frustrated by clients who don’t value your expertise, this presentation is for you. You will learn a...

10/23/25 LEARN MORE

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The Simple Firm: A Blueprint for Clarity, Freedom, and Growth

Speaker:

11/18/25 LEARN MORE

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Start Smarter: How Top Firms Onboard Clients in Half the Time

Onboarding is one of the biggest time drains in most firms...but it doesn't have to be.

11/04/25 LEARN MORE

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Conversations That Matter: Simplifying Workflows and Safeguarding...

In this session, KC Brothers joins Rightworks, Gulf Coast Accounting, and Annapolis Accounting Services to talk about what it really takes to...

10/07/25 LEARN MORE

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The Practice Management Playbook: 7 Strategies for Firm Efficiency

You have practice management software, but are you actually getting the efficiency you paid for? Join us for a conversation with operation leaders...

11/04/25 LEARN MORE

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🎓 Canopy Classroom Series: Migrating to the New Client Contact...

Every click matters. In this exclusive workshop, we’ll show you how to unlock the most efficient path to success with Canopy’s tools—proving that the...

9/17/25 LEARN MORE

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Marketing Your Practice

The Niche Advantage: How to Create a Marketing Strategy that Fuels...

Many accounting firms struggle to differentiate themselves in a crowded market, but it doesn't have to be that way. Learn why niching down is the key...

9/03/25 LEARN MORE

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The Great Debate: Billable Hours vs. Value Pricing

The Great Accounting Debate is back, and this year's showdown tackles one of the profession's biggest questions: Billable Hour vs. Value Pricing. For...

9/23/25 LEARN MORE

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