Blog | Industry News, Updates, & Features | Canopy

Time Well Spent: The Easy Guide to Implementing Practice Management

Learn from expert, Dawn Brolin in this webinar as she demonstrates how her tax and accounting practice is implementing Canopy and how she has...

11/17/22 LEARN MORE

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Case Studies

Shreeve Landry Case Study

A Utah-based CPA firm has experienced growth, even through challenging times, due to Canopy's suite of software.

11/14/22 LEARN MORE

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Webinars

Canopy Summit 2022

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

11/10/22 LEARN MORE

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Webinars

A Closer Look: Virtual Drive + Secure Links

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...

10/19/22 LEARN MORE

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Webinars

A Closer Look: Workflow Automation

Come get a closer look into Canopy’s Workflow automation with Malcolm Felt & Jonathan Timothy. Explore how Canopy can help your firm increase...

9/20/22 LEARN MORE

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Webinars

The Ultimate Practice Management Checklist: A Step-by-Step Guide to...

You know you need a better way to manage your accounting firm from client onboarding through each step of your client engagements to transparent...

9/07/22 LEARN MORE

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Webinars

How a CAS Model Will Sustain Accounting Firm Profit Through Economic...

Partners in accounting firms are working harder and more than ever sacrificing the quality of life while not being rewarded for the value they...

8/09/22 LEARN MORE

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Webinars

How to Automate Your Accounting Workflow and Reshape Your Firm

Learn from experts Donny Shimamoto, Katie Tolin and Jonathan Timothy as they discuss how automating your firm's workflow can transform your firm for...

7/14/22 LEARN MORE

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Webinars

Transform Your Firm Into a Profitable CAS Practice

Streamline and transform your tax and accounting practice into a profitable advisory (CAS) practice using the 3 key accelerators Sean Duncan, CPA,...

6/14/22 LEARN MORE

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Webinars

Canopy's First Look for June 2022

Join host Larry Furr as he showcases what our amazing product team & UX designers have been working hard on these past few months! Our goal here at...

6/02/22 LEARN MORE

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Webinars

Unclunk Your Firm With Practice Management Software

Is your firm struggling with managing deadlines, tracking workflow, or having an established and organized software that keeps track of everything in...

5/25/22 LEARN MORE

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