Canopy Webinars.

Sit back, grab a coffee, and get your learning cap on.


Time Well Spent: The Easy Guide to Implementing Practice Management

Learn from expert, Dawn Brolin in this webinar as she demonstrates how her tax and accounting practice is implementing Canopy and how she has prepared to make 2023 her best year yet!

In this webinar you’ll learn:
• How easy it is to implement practice management software (especially with a strong partner)
• What you’ll need to prepare to be ready for a new system
• How to guide your team through a software swap
• How much you're limiting yourself by staying with the status quo


Canopy Summit 2022

The accounting profession is always changing and evolving. At Canopy we’re passionate about helping you and your firm stay at the forefront of the profession. Join us for our annual virtual Summit. We’ll have a panel discussion from industry experts, Dawn Brolin, Randy Crabtree, Gaynor Meilke, and Will Hill with a live Q&A. This FREE, two-hour event, includes insights into the latest technology for CPA’s and a sneak peek at what Canopy has planned on our 2023 roadmap. Take advantage of this great learning opportunity at Canopy’s 2022 Summit. 


A Closer Look: Virtual Drive + Secure Links

Come get a closer look into the Canopy Virtual Drive and secure links. See how these new features can improve efficiency by streamlining your process of managing your files and gathering eSignatures.

In this webinar you'll learn:
  • How to set up the Canopy Virtual Drive on your Windows computer

  • Benefits of using the Canopy Virtual Drive

  • Best practices for file organization

  • The power of secure links and how they can help reduce friction and speed up the process to gather eSignatures

  • A sneak peak into upcoming functionality with secure links


A Closer Look: Workflow Automation

Come get a closer look into Canopy’s Workflow automation with Malcolm Felt & Jonathan Timothy. Explore how Canopy can help your firm increase efficiency and improve accuracy.

In this webinar you’ll learn:
• All of the different elements (including conditions and actions) of Workflow automation within Canopy
• How to set up automation rules
• Common automation use cases that other firms have leveraged to save them time and manual efforts
• Best practice recommendations relating to automation


The Ultimate Practice Management Checklist: A Step-by-Step Guide to Winning Workflows

You know you need a better way to manage your accounting firm from client onboarding through each step of your client engagements to transparent reporting of resource allocation and budgeting, but the actual selection and then implementation of a solution can be completely overwhelming. 

Dawn will show you why Canopy is the ideal solution to act as the hub of an accounting and tax practice and the steps she has taken to prepare her firm to use Canopy heading into some of the busiest times of the year.


How a CAS Model Will Sustain Accounting Firm Profit Through Economic Downturn

Partners in accounting firms are working harder and more than ever sacrificing the quality of life while not being rewarded for the value they create.  The search for talent has never been more challenging and we are heading towards an economic downturn.  For years accountants have solved many of their problems by just working more hours. There is another way.
Join Shannon Vincent & Colin Dunn as they teach you on how to transform your firm. 


How to Automate Your Accounting Workflow and Reshape Your Firm

Learn from experts Donny Shimamoto, Katie Tolin and Jonathan Timothy as they discuss how automating your firm's workflow can transform your firm for the better. In this webinar, you'll learn how the best firms automate their workflow, how to spend less time on low value work, and what the right way to communicate with your clients is.


Transform Your Firm Into a Profitable CAS Practice

Streamline and transform your tax and accounting practice into a profitable advisory (CAS) practice using the 3 key accelerators Sean Duncan, CPA, used to revolutionize his firm. Join this awesome webinar and learn how to identify, structure, and implement the correct changes to create the advisory practice you want and that your clients need! 


Canopy's First Look for June 2022

Join host Larry Furr as he showcases what our amazing product team & UX designers have been working hard on these past few months! Our goal here at Canopy with these new products and features is to help make your experience with us better than it has ever been! We are super stoked for these new updates to be rolling out shortly and we thank you all. 


Unclunk Your Firm With Practice Management Software

Is your firm struggling with managing deadlines, tracking workflow, or having an established and organized software that keeps track of everything in one place? Fear no more! Join hosts, Michelle Lundberg and Michael Salmon as they dive into the ways a quality practice management system can really change your firm's world while saving you time! 


Ways Accountants Can Turn Challenges Into Opportunities in 2022

John Adams once said that, “every problem is an opportunity in disguise.” Come and join Andrew Berg, Jon Pryweller, Jason Schow and host Michelle Lundberg as they discuss ways to turn recent accounting challenges into opportunities this year! 


Subscribing Your Way To a Better Firm

Join Chris Piccurio as he explains the benefits of MBSB (Membership Based Subscriptions), and how it is taking over the world! 


Canopy's First Look for January 2022

Happy New Year everyone! Join us by viewing our awesome new updates/features our amazing product team has been working on! 


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 for implementing new ways and strategies that work specifically for your firm so you aren't burned out by the end of tax season! 


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 even more! 


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 requests, and how to gain more clients while at the same time maintaining yours! 


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 can simplify your firm's life.


2020-2021 Tax Updates

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 and how she explains all the important knowledge and details you should know about!


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 exciting new features available now and find out what's on the horizon.


Build the Ultimate ROI Machine for Your Accounting Firm Connected Practice Management Tech Stack

Imagine having a single, powerful tool to maximize the return on investment of every aspect of your firms operations. A practice management platform is that tool, and connecting it with other key apps your firm needs makes it a real ROI machine!


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 on client accounts, procedures, and processes often go out the door with them. Moreover, without the proper systems in place to deal with such departures, a firm is often left with more questions than answers.


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 Accounting and Advisory Services (CAAS).


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 features on the horizon.


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 webinar, we'll learn about the client management ecosystem and the three different phases it comprises.


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 your clients, and additional workload for your team. This webinar was designed to help you streamline the notice process and get your clients on track, while gaining some additional context on IRS trends.


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 product team has been preparing for months to show you what they’ve been working on, and we are thrilled to share Canopy’s product roadmap with you. We’ll also hear from Jody Padar, The Radical CPA, who is featured on the Accounting Today Top 100 Influential People List—she’s literally written the book (or two) on innovation in accounting.