Blog | Industry News, Updates, & Features | Canopy

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...

8/15/23 LEARN MORE

on demand

Webinars

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...

8/08/23 LEARN MORE

on demand

Webinars

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...

8/01/23 LEARN MORE

on demand

Webinars

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...

7/20/23 LEARN MORE

on demand

Webinars

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...

6/27/23 LEARN MORE

on demand

Webinars

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...

6/21/23 LEARN MORE

on demand

Webinars

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...

6/13/23 LEARN MORE

on demand

Webinars

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...

5/25/23 LEARN MORE

on demand

Webinars

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...

5/15/23 LEARN MORE

on demand

Webinars

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...

5/02/23 LEARN MORE

on demand

Webinars

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,...

3/16/23 LEARN MORE

on demand

Webinars

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...

1/19/23 LEARN MORE

on demand

Webinars

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....

1/11/23 LEARN MORE

on demand

Webinars

A Closer Look: Communication in Context

Come get a closer look into comments & @mentions. See how these new features can improve efficiency, declutter your email, and contextualizing your...

12/14/22 LEARN MORE

on demand