Build your firm-wide operating system to work as you need it.
What we mean when we call Canopy “all-in-one”.
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.
In accounting, efficiency isn't just a goal — it's a necessity. Thankfully, accounting templates offer a bridge to this efficiency, providing a foundation for standardization,...
Engagement Letters are a critical tool in the accounting profession. They serve as a binding document between an accountant and their client, outlining the responsibilities and...
In the ever-evolving landscape of financial services, staying ahead requires expertise and the right tools to streamline operations and elevate client experiences. James Merante,...
The accounting industry is undergoing significant changes in today's fast-paced and technology-driven world. Integrating AI and technological advancements presents challenges and...
In the fast-paced accounting environment, practice management software has become essential for efficient operations and streamlined workflows. The success of any software...
At Canopy, we understand how critical it is to have access to trusted and reliable partners who can help you achieve your goals. To assist you in finding the missing piece to your...
With many accountants quitting in the past two years and the dwindling number of college students entering the accounting field, there is an increased focus on employee retention...
What's new: Recently we released the ability to automate tasks, subtasks, and client requests as subtasks within the Canopy Workflow module. We’re excited to share that you can...
Accounting workflow software is an investment, and before going all in, you’d probably like to know what the return will be. The vague, non-technical, CliffsNotes answer to that...
Across all industries, businesses will run into necessary yet time-consuming repetitive tasks. The same is true for those in the accounting industry. So, what can you do to ease...
Is your accounting firm intentional about process and workflow? If the answer is no, it’s only a matter of time until processes start breaking down. Without a well-defined...
Without the right processes in place, an office’s organization can quickly devolve into chaos, leaving employees feeling overwhelmed and scatter-brained. Implementing the best...
The key to success for any accounting practice is optimizing your accounting firm’s workflow. When it comes to creating a successful accounting or CPA firm, even the smallest...
At this point, you may have heard about accounting accounting workflow software, but you may be asking yourself - "Do I really need it?" Then, with so many productivity solutions...
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