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Webinars

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5 Simple Ways to Reduce Tax Season Insanity

Want to know ways on how to reduce stress when it comes to tax season madness? Join host's Shannon Vincent and Colin Dunn on helpful tips and tricks...

12/15/21 LEARN MORE
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OGC Associates PA: Put Your Clients’ Needs First and Increase Revenue

Based in Florida, OGC Associates PA specializes in accounting and tax preparation services with a focus on the Brazilian community in the area. They...

3/28/24 LEARN MORE
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Canopy Innovation Summit 2020

Hear from customers who have cracked the code and have significantly boosted revenue by focusing on the modernization of their businesses. Our...

11/01/20 LEARN MORE
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Canopy Innovation Summit 2021

Check out our amazing and educational Canopy Innovation Summit video for 2021! This year has been amazing for us, and we plan on continuing to grow...

11/15/21 LEARN MORE
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Trends From the 2021 Accounting Client Expectations Study

This webinar goes into depth on what clients are wanting to see more of from accountants. Lori Boyer dives in and explains the current trends, client...

10/27/21 LEARN MORE
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Canopy First Look Webinar - September 2021

Want to learn more about all of the awesome things we built for you over the last few months? Hear from a few of our product managers about the...

9/05/21 LEARN MORE
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How to Leverage Cloud Based Practice Management Software with Canopy

Check out hosts Lori Boyer and Michael Salmon as they break down what Practice Management really means and how having a cloud-based software system...

8/24/21 LEARN MORE
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Individuals Tax Updates for 2020-2021

Wanting to learn and get more educated on important tax updates that have been rolled out in the recent years? Hear from tax preparer, Tanya Baber...

7/27/21 LEARN MORE
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How to Handle When Key Staff Leave

When a partner or even an admin at a small firm parts ways, what often leaves with them is more than the relationships they formed. Key information...

7/26/21 LEARN MORE
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Build the Ultimate ROI Machine for Your Accounting Firm Connected...

Imagine having a single, powerful tool to maximize the return on investment of every aspect of your firms operations. A practice management platform...

7/26/21 LEARN MORE
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Schlabach Enterprises Inc.: Maintain Quality of Work When Key Staff...

Steven Wik of Schlabach Enterprises Inc. says Canopy helped their accounting firm grow and eventually double their business.

3/28/24 LEARN MORE
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Growing Your Firm Through CAAS

In this webinar, industry experts Shawn Flattery and Alex Roytenberg share their personal experiences managing accounting firms focused on Client...

6/29/21 LEARN MORE
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Canopy First Look Webinar - June 2021

Want to learn more about all of the awesome things we built for you during tax season? Hear from a few of our product managers about the exciting new...

6/05/21 LEARN MORE
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Client Management Strategies for Accounting Firms

Successful firms don't take chances with their client interactions—rather, they are methodical in their approach to client management. In this...

5/25/21 LEARN MORE
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Is Your Firm Ready for More IRS Notices?

Tax compliance and enforcement is changing as the IRS cuts budgets and rolls out more automation. This means an increase in automated notices for...

5/04/21 LEARN MORE

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