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7-Figure Firm, 4-Hour Workweek: 5 Questions to Ask Yourself

Are you running a successful accounting firm and running yourself into the ground? If you’re an accounting firm owner logging 60+ hour weeks to keep things afloat, you’re not...

From Time Entry to Insights: 3 New Features That Streamline Your...

Roadblocks and Solutions when Merging Firms

Whether you’re absorbing a smaller firm or teaming up with a like-minded owner who shares your vision for the future, merging CPA firms is an exciting journey lined with pitfalls...

How to Build a Future-Proof Tech Stack For Your CPA Firm

Keeping up with technology’s evolution is easier said than done. However, when you future-proof your accounting firm's tech stack, you stay competitive while giving your team some...

The Art of Slowing Down to Speed Up with Canopy Templates

Your inbox is full of client questions you’ve answered before. You’re flipping through tabs, spreadsheets, email drafts, and productivity tools you’ve forgotten how to use. And...

The Art of Selling with Michelle Weinstein

In this episode of Canopy Practice Success, host KC Brothers welcomes back Michelle Weinstein. They pick up their previous conversation on essential sales skills for accountants,...

Campbell & Co: A New CPA Firm Set Up for Success with Canopy

Profile Campbell & Co provides central Virginia businesses with services that include tax returns, tax planning, bookkeeping, write-up and payroll. When he launched the firm in...

Canopy Pricing: A Better Deal Than You Think (Especially When You Do...

When accountants look at practice management software, pricing is often one of the first questions—and one of the hardest to compare across platforms.

The Ultimate Guide to Document Management for Accountants

Collecting hundreds—if not thousands—of client documents, saving them as recognizable names, and storing them in the right place is tedious and time consuming. After all, Every...

Improve Your Accounting Practice with Canopy Certifications

May 7, 2025 – SALT LAKE CITY – Canopy, the leading practice management platform for accounting firms, today announced the launch of Canopy University, a new certification and...

Client Experience as a Competitive Advantage: How Accounting Firms...

The Shift in Client Expectations The accounting industry is undergoing a profound transformation, driven largely by evolving client expectations. Today’s clients demand more than...