Content Hub

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

AI in the Accounting Industry: Capabilities and Limitations

Discover the impact of AI in accounting: from automation to fraud detection. Learn what AI excels at and its limits in transforming the industry.

3 min read LEARN MORE

10 Best Practice Management Software — 2024

Here are the top 10 accounting practice management softwares you need to keep an eye on for 2024

15 min read LEARN MORE

24 for 2024: New Workflow Templates with Automations

we’ve recently improved 24 of our accounting and tax workflow templates by adding helpful automations to save you and your firm time

2 min read LEARN MORE

Building the Ideal Team in Your Accounting Firm

Experience isn't everything. Discover the secrets to building the perfect team for your accounting firm with insights from Jason Blumer, CPA, CEO and Founder of Blumer CPAs.

1 min read LEARN MORE

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Product Updates

Add Profile Pictures To Your Internal Team Within Canopy

What's New: Say goodbye to faceless interactions within Canopy’s platform! Now, your internal team members have the option to add a profile picture to their account.

2/26/22 LEARN MORE

Industry News

Reconciling EIP3 and Advance Child Tax Credit Payments

The third economic impact payment, or EIP3, and advance child tax credit payments have added to the ever growing list of uncertainties when preparing 2021 tax returns. As filers...

2/23/22 LEARN MORE

Client Relationships

Why You Need Client Experience Processes

As service providers, accountants have always paid close attention to providing exceptional client service to their clients. While that’s still imperative, client service is not...

2/22/22 LEARN MORE

Product Updates

New Features on Canopy Mobile Apps Improve User Experience

What's new: As the usage of our mobile apps continues to grow, we have received valuable feedback (keep it coming) on how we can improve your experience using them. We believe it...

2/21/22 LEARN MORE

Featured

Wise Words About Money From Past U.S. Presidents

In honor of President’s Day coming up on Monday, we decided to delve into the financial advice offered by former leaders of the free world. Even though some of these men lived...

2/17/22 LEARN MORE

Industry News

What is CAS Accounting?

By now, you’ve probably heard of CAS, CAAS, advisory accounting, accounting and advisory services—or whatever you want to call it! This trend in the accounting industry...

2/14/22 LEARN MORE

Product Updates

QBO bidirectional contact syncing helps reduce double entry

What's new: Canopy now offers bidirectional contact syncing with Quickbooks Online (QBO) through our robust QBO integration.

2/11/22 LEARN MORE

Practice Management

3 Things The Super Bowl Can Teach Us About Management

Most football-loving and commercial-loving Americans are getting ready to watch Super Bowl LVI this Sunday where the Los Angeles Rams and Cincinnati Bengals will face off in L.A....

2/10/22 LEARN MORE

on demand

Webinars

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...

2/09/22 LEARN MORE

Marketing Your Practice

4 Tips for Earning Better Online Reviews

In a world where decision-making processes often begin with a Google search, online reviews are undeniably impactful. According to a survey, as many as 88% of consumers say online...

2/08/22 LEARN MORE

Product Updates

Canopy Improves Security & Efficiency with Updated Folder Permissions

What's new: You now have the ability to create teams, group users, and manage folder permissions to control which team members can view and interact with specific folders. This is...

2/08/22 LEARN MORE

Product Updates

Send Bulk Requests With Action Capabilities

What's new: Users that have created drafts of client requests can now select multiple requests at a time and send them in a single bulk action. Previously, you had the ability to...

2/08/22 LEARN MORE

Marketing Your Practice

Improve Your Website and Attract Better Clients in 5 Simple Steps

As we all know by now, having a website for your business is a necessity. According to research, 70-80% of consumers research a company online before visiting the website or...

2/03/22 LEARN MORE

Product Updates

Individualize Display Name Within Client Portal | Canopy

What's new: To further customize the experience your clients have when logging into their Client Portal, you can choose whether to display their legal name or the display name...

2/02/22 LEARN MORE

Product Updates

Contact Syncing With Quickbooks Integration

What's new: Canopy’s integration with QuickBooks Online (QBO) just got better—now customers can select which types of customers they’d like to sync with Canopy.

2/02/22 LEARN MORE