Canopy Features and News

Canopy Named to the 2018 CB Insights Fintech 250

We are happy to announce that we’ve been named to the 2018 CB Insights Fintech 250 in the Accounting & Finance category.

Micala Ricketts Micala Ricketts
22 Oct, 2018
Practice Management

How to Evaluate Which Clients to Keep and Which to Let Go

The benefit of letting some clients go is that you’ll free up your time to help clients who are easier to work with and bring m...

Micala Ricketts Micala Ricketts
19 Oct, 2018
Marketing Your Practice

Why Accountants Need Client Testimonials and How to Get Them

One of the best ways to enhance your firm’s brand and communicate value is to get client testimonials and use them effectively.

Micala Ricketts Micala Ricketts
18 Oct, 2018
Practice Management

Best Practices for Building Trust with Your Clients

What is the secret to retaining your clients? The answer is simple: quality relationships that are built on mutual trust.

Jessica Lundin Jessica Lundin
17 Oct, 2018
Industry News

What You Need to Know About the New Tax Transcript

The IRS recently changed the format of tax transcripts for individuals to a redacted transcript.

Micala Ricketts Micala Ricketts
12 Oct, 2018
Practice Management

3 Things You Should Always Do With New Clients

Want to start off on the right foot with new clients? Do these three things.

Brandon Jones Brandon Jones
10 Oct, 2018
Practice Management

Is Your Firm Proactive or Reactive?

If you want your accounting or tax firm to progress and meet the needs of current clients while attracting new ones, you can’t ...

Micala Ricketts Micala Ricketts
9 Oct, 2018
Canopy Features and News

Feature Update: Time Tracking with Multiple Timers

We’ve improved time tracking to make it even more useful for you and your firm.

Micala Ricketts Micala Ricketts
8 Oct, 2018
Marketing Your Practice

3 Ways Tax Professionals Can Boost Their Twitter Profile

Twitter can add a lot of value to your social media strategy if you keep a few tips in mind.

Micala Ricketts Micala Ricketts
5 Oct, 2018
Industry News

Interest Rates Stay the Same for Q4 2018

The IRS announced that interest rates will stay the same for the fourth quarter starting October 1, 2018.

Micala Ricketts Micala Ricketts
3 Oct, 2018
1 2 3 4 5 6 7 ...