Blog | Industry News, Updates, & Features | Canopy

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

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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

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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

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Webinars

Two Clicks to Transcripts

Come listen to Dawn Brolin discuss how she has benefitted from pulling years of her clients’ transcripts, as well as receiving proactive notices...

12/08/22 LEARN MORE

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Webinars

A Closer Look: Time & Billing

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...

11/29/22 LEARN MORE

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Case Studies

Angie Lucas Case Study

Angie Lucas, a self-made author, experiences seemless communication with her CPA due to Canopy's client portal.

11/16/22 LEARN MORE

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Webinars

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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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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