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Tower Financial Partners: Using Canopy to Attract Millennial Clients

The ATA Group: Adding $10,000 in Monthly Recurring Revenue With Canopy

Hurwitz Tax Solutions: Canopy’s Collections Workflow Reduces...

The volume of paperwork that goes with tax resolution can put a strain on client relationships—especially when they’re already being bombarded and overwhelmed by the IRS. But...

Keith Jones, CPA: An All-In-One Software Solution

Keith Jones, CPA, is a busy tax resolution expert and a Canopy user. He currently practices primarily in rural northwest Florida, but is actively expanding his market to...

Nobles Bookkeeping: 3x More Tax Resolution Cases with Canopy's...

Pulling transcripts through e-Services or over the phone can be one of the most frustrating, time-consuming parts of doing tax work, so many tax pros can’t quite believe it when...

Financial Harmony Tax Resolution: Increased Job Satisfaction With...

Charlie* hadn't filed a tax return in 20 years when he was referred to Financial Harmony Tax Resolution. With Ralph’s compassionate and professional help, Charlie successfully...

Northwest Tax Associates: Faster and More Secure with Canopy

Peter Mar of Northwest Tax Associates needed a better way to manage his tax practice. Security for his clients was his first concern, but there were a dozen other little...

America’s Choice Bookkeeping: Managing a National Clientele with...

Managing clients—and the inevitable mounds of paperwork that accompany them—is a formidable task for any practice. But when most of your clients don’t even live in the same time...

We Legal, APC: Canopy’s Intuitive Interface Makes Employee Onboarding...

Adopting new tax software can be an intimidating process. Updated technology can provide tons of benefits, but training your staff on the new system can be frustrating and...

What's the Difference Between CE and CPE Options?

Your professional accounting qualifications speak on your behalf, letting clients know that you are an expert in different areas of accounting and taxation. From federal tax...

Canopy Innovation Summit 2020 Recap

On November 10 we kicked off our inaugural Innovation Summit. The agenda included topics such as the importance of adapting to change, how firms can practice everyday innovation,...

Canopy Launches Innovation Summit 2020 | Canopy

November 4, 2020 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, today announced Canopy Innovation Summit...

The Ultimate Guide to Accounting Practice Management Software

An Introduction to Client Accounting Services

Offering client accounting services (CAS) has become increasingly common in the past few years. In fact, according to an Accounting Today survey, in 2019 the breakdown of...

How Clients Experience a Modern Accounting Firm

Implementing modern accounting practice management software makes a huge difference for accounting professionals. We’ve dedicated more than a few blog posts to how modern software...