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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Canopy Features and News

The Impact of Canopy

Having statistics to back up the success of a company's product or service is crucial in today's data-driven business environment. It aids in validating the company's claims and...

10/25/23 LEARN MORE

Product Updates

Use AI to Chart Business Insights

What's new: Within our custom reporting and dashboard tool (Insights), users can utilize natural language processing to create visualizations.

10/23/23 LEARN MORE

on demand

Webinars

Turning Connections Into Clients

Learn how to cut through the noise and find your ideal clients, start conversations with them, and turn them from "Who are you?" to "How can we work...

10/24/23 LEARN MORE

Client Relationships

The Impact of Remote Work on Accounting Firms

The emergence of the remote work phenomena, accelerated by the COVID-19 pandemic, has reshaped and revolutionized various industries, including accounting. This profound shift has...

10/20/23 LEARN MORE

on demand

Webinars

Business Metrics: You're Tracking Data, But Are You Improving?

Canopy data experts, KC Brothers, and Malcolm Felt will discuss better ways to track your data and interpret it to improve your business. Whether you...

10/10/23 LEARN MORE

Marketing Your Practice

Essential Skills for Modern Accountants

It's easy to feel overwhelmed with all the skills you need to keep sharp as an accountant. Between keeping up with changing regulations, staying on top of deadlines, and managing...

10/13/23 LEARN MORE

Blogs

Making ERGs Work for Small Accounting Firms

If you did a quick web search for “employee research group,” the results would give you the impression that their only purpose is to foster inclusivity and support diversity, but...

10/12/23 LEARN MORE

Tax Preparation and Planning

Form 990: A Guide for Accountants Working with Non-Profit...

As accountants, working with non-profit organizations requires a deep understanding of specific financial reporting requirements. One of the critical documents that demands...

10/06/23 LEARN MORE

Practice Management

How to Get Transcripts Online

Canopy recently partnered with the IRS to provide exclusive access to tax transcripts through our Transcripts & Notices service.

10/04/23 LEARN MORE

Industry News

Canopy: A Leader in Accounting Practice Management

Canopy is proud to announce that it continues to be a leader in practice management software. We understand that, like the accounting industry, we must strive to evolve and...

10/02/23 LEARN MORE

Tax Preparation and Planning

Form 1120: U.S. Corporation Income Tax Return

Form 1120, the U.S. Corporation Income Tax Return, plays a crucial role in the world of taxation for corporations. As an accountant, it is essential to have a firm grasp of this...

9/29/23 LEARN MORE

Blogs

10 Fun Halloween Costume Ideas for Accountants in 2023

Need the perfect costume for your office Halloween party? Don’t worry, we’ve got you covered. If it’s for a work party, it could be fun to show up dressed in an accounting-themed...

9/28/23 LEARN MORE

Blogs

Understanding the Impact of Financial Regulation on Accounting

In the ever-changing financial landscape, regulations established by governing bodies are crucial for maintaining stability and integrity. They serve as the foundation of the...

9/22/23 LEARN MORE

Practice Management

AI is Here — Should Your Firm Embrace It?

There's no doubt that the accounting industry is changing at a rapid clip. The integration of technology, specifically artificial intelligence (AI) and automation, means that...

9/15/23 LEARN MORE

4 Ways to Streamline Tax Preparation

Tax season is a critical and demanding period in the accounting profession that necessitates concentration, expertise, and efficiency. Accountants must navigate a labyrinth of...

9/08/23 LEARN MORE