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Practice Management
How People-First Firms Attract & Keep Top Talent

Speakers: Kristy Busija, CEO and Founder of Next Conversation Consulting Rusty Fulling, CEO of Fulling Management & Accounting, Inc.

5/14/25 LEARN MORE
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Blogs
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,...

5/14/25 LEARN MORE
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Practice Management
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...

5/14/25 LEARN MORE
upcoming
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Practice Management
7 Hidden Inefficiencies in Your Firm (and How Practice Management Can...

Speakers:

5/27/25 LEARN MORE
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Practice Management
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.

5/12/25 LEARN MORE
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Practice Management
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...

5/12/25 LEARN MORE
upcoming
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Webinars
7-Figure Firm, 4-Hour Workweek: Leadership Strategies to Scale...

Speaker:

6/03/25 LEARN MORE
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Press Room
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...

5/07/25 LEARN MORE
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Blogs
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...

5/07/25 LEARN MORE
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Practice Management
The Tax Season Survival Guide for Professionals

How was last tax season? Your best ever? Or your most exhausting… the most tears shed, the most midnight oil burned, most hours spent daydreaming about opening the surf shop your...

5/07/25 LEARN MORE
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Product Updates
Tasks now include Subtask Checklists

What's new: Sometimes a subtask doesn’t need to multiply into five—it just needs a to-do list of its own. The new subtask checklist keeps practitioners’ work tidy and simple....

5/02/25 LEARN MORE
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Product Updates
Smarter Invoices, Locked Time, and Less Guesswork—It’s All in This...

What's New: This round of Time & Billing updates is all about boosting visibility, tightening controls, and helping your clients (and your team) move faster—with less friction.

5/02/25 LEARN MORE
on demand
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Webinars
Canopy's 2025 Roadmap: Making Your Life Easier

Hosted By:

5/15/25 LEARN MORE
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Blogs
Will Hill Explores Key Strategies for Firm Growth and Success

In this episode of Canopy Practice Success, guest Will Hill shares insights from his 25-year journey, helping accounting firms grow and optimize their processes. Will, who runs...

4/30/25 LEARN MORE
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Blogs
Using Data to Manage Resources & Grow Your Firm

In the final part of this four-part series, accounting technologist Liz Scott explores how to use Canopy Insights to unlock firm-wide visibility and smarter decision-making....

4/30/25 LEARN MORE
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