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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.

7/23/24 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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Tower Financial Partners: Using Canopy to Attract Millennial Clients

We caught up with Tower Financial Partners to talk about how Canopy helps them attract tech savvy clients.

7/23/24 LEARN MORE
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The ATA Group: Adding $10,000 in Monthly Recurring Revenue With Canopy

James Faughtenberry of The ATA Group tells us how Canopy's accounting workflow software changed the way his practice worked.

7/23/24 LEARN MORE

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