Content Hub

Your all-in-one practice management hub for blogs, ebooks, webinars and Canopy case studies.

Canopy Summit 2023

Canopy’s 2023 Summit will highlight product improvements from the past year as well as what to expect from the Canopy roadmap in 2024.

4 min read LEARN MORE

7 Career Development Tips for Aspiring Accountants

Here are four essential tips to help aspiring accountants effectively navigate their career development journey.

3 min read LEARN MORE

Sean Duncan on the Transformation of Traditional Accounting and Role of Technology Adoption

Sean Duncan dives into the challenging transformation of a traditional accounting practice into a future-facing firm.

3 min read LEARN MORE

2023 Accounting Practice Management Buyer's Guide

This guide is designed to streamline the process, providing purchasers with the essential knowledge and tools they need to make an informed decision.

1 min read LEARN MORE

Canopy Summit 2023

4 min read LEARN MORE

7 Career Development Tips for Aspiring Accountants

3 min read LEARN MORE

Sean Duncan on the Transformation of Traditional Accounting and Role of Technology Adoption

3 min read LEARN MORE

2023 Accounting Practice Management Buyer's Guide

1 min read LEARN MORE

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Blogs

Scott Scarano talks AI and Creativity in the Accounting Industry

In this episode, Scott Scarano talks of his career journey, which involves a blend of accounting and entrepreneurship. Scott comes from a family with a background in accounting,...

3 min read LEARN MORE

Practice Management

Engagement Letters: The Do’s and Don'ts

Engagement letters establish clear expectations and boundaries between clients and accountants. In this post, we will explore the do's and don'ts of crafting effective engagement...

4 min read LEARN MORE

Practice Management

Making the Move to Cloud-Based Accounting Software

Numerous experts have touted the cloud as the future of computing. The majority of businesses (61% as of 2022) rely on the cloud to run business processes. And while the cloud...

3 min read LEARN MORE

upcoming

Webinars

A Closer Look: Engagements & Proposals

Come get a closer look into Canopy's Engagements & Proposals, the first ever natively built Engagements functionality in a practice management...

12/19/23 LEARN MORE

upcoming

Webinars

The Guide to 2024 Tax Season-Individual Updates

Join for 1 CPE credit

12/07/23 LEARN MORE

Practice Management

Write the Perfect Engagement Letter in 7 Easy Steps

You know you should use engagement letters in your tax resolution cases, but you need to figure out what your engagement letter should look like. Or you've finally decided to...

3 min read LEARN MORE

Blogs

An Accountant's Guide to Cryptocurrency

In the ever-evolving world of finance, cryptocurrency has emerged as a revolutionary digital asset class. Powered by blockchain technology, a decentralized and transparent ledger...

5 min read LEARN MORE

Press Room

New Canopy Engagements Enables Accounting Professionals to Automate...

Nov. 16, 2023 (Draper, UT):Canopy, provider of industry-leading accounting practice management software announced today the launch of Canopy Engagements, a customizable and...

3 min read LEARN MORE

Practice Management

What is an Engagement Letter and Why Accountants Need Them

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...

4 min read LEARN MORE

Practice Management

Engagements & Proposals

What's new:

1 min read LEARN MORE

Blogs

Randy Crabtree on Mental Health Awareness

In this episdoe, Randy Crabtree, co-founder and partner at Trimerit, talks about his career journey and the founding of his tax firm. He shares how he transitioned from computer...

2 min read LEARN MORE

on demand

Webinars

Tips for Managing Capacity During Tax Season with Jason Blumer

Presented by: Jason Blumer, CPA It's that time again to begin exploring ways we can manage tax season, stay sane, and still be intentional about how...

60 min watch LEARN MORE

Practice Management

Financial Statements and Informed Business Decisions: A Guide to...

Understanding an organization's financial health is akin to deciphering a foreign language. This language communicates the story of a company's operations, profitability, and cash...

2 min read LEARN MORE

on demand

Webinars

Canopy Summit 2023

Canopy’s 2023 Summit will highlight product improvements from the past year as well as what to expect from the Canopy roadmap in 2024.

106 min watch LEARN MORE

on demand

Webinars

The Future is Now: How to Modernize Your Firm Today

Wanting to modernize your firm but unsure of where to start? Unsure of what "modernize" even means? In this webinar hear from Terrell Turner, CPA and...

60 min watch LEARN MORE