Build your practice management platform to work as you need it.
Follow a process for when your tax clients don't follow theirs.
Build your practice management platform to work as you need it
If it has to do with accounting, practice management, or Canopy, it's here.
All-in-one practice management that unlocks the firm you've always wanted.
Steven Wik of Schlabach Enterprises Inc. says Canopy helped their accounting firm grow and eventually double their business.
In this webinar, industry experts Shawn Flattery and Alex Roytenberg share their personal experiences managing accounting firms focused on Client...
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...
Successful firms don't take chances with their client interactions—rather, they are methodical in their approach to client management. In this...
Tax compliance and enforcement is changing as the IRS cuts budgets and rolls out more automation. This means an increase in automated notices for...
We caught up with Tower Financial Partners to talk about how Canopy helps them attract tech savvy clients.
James Faughtenberry of The ATA Group tells us how Canopy's accounting workflow software changed the way his practice worked.
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