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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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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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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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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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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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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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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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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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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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Whitewater Group: Working Remotely is Easy With Cloud Software

Jon Pryweller of Whitewater Group knows that remote work is crucial in today's work landscape. Whitewater Group was a runner-up in Canopy’s 2021...

4/05/22 LEARN MORE
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Berg Advisors: Enjoy a Paperless Accounting Firm With The Right...

Andrew Berg, CEO of Berg Advisors, was able to innovate his firm through Canopy. Berg Advisors was a runner-up in Canopy’s 2021 Innovation Summit...

3/10/22 LEARN MORE
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Ways Accountants Can Turn Challenges Into Opportunities in 2022

John Adams once said that, “every problem is an opportunity in disguise.” Come and join Andrew Berg, Jon Pryweller, Jason Schow and host Michelle...

2/09/22 LEARN MORE
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Canopy's First Look for January 2022

Happy New Year everyone! Join us by viewing our awesome new updates/features our amazing product team has been working on!

1/25/22 LEARN MORE
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Subscribing Your Way To a Better Firm

Join Chris Piccurio as he explains the benefits of MBSB (Membership Based Subscriptions), and how it is taking over the world!

1/11/22 LEARN MORE

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