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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CPE

Reporting Investment Income from Securities

Many of our clients are heavily invested in the stock market. While we count on the brokerage statements to help us report their income correctly, it’s imperative that we have a...

8/03/23 LEARN MORE

on demand

Webinars

Get Paid Faster- And Other Methods and Practices For Running A Well...

In this webinar, Jason Blumer, CPA, discusses the contrast between service and operations in accounting firms. Learn all the critical operational...

8/01/23 LEARN MORE

Product Updates

Using Roles to Build a Work Queue

What's new: Create custom roles to help manage team assignments. Use these roles to populate a client record template for easy client creation. Or use the roles on a client...

8/01/23 LEARN MORE

Press Room

Canopy Insights Advances Practice Management Analytics

Aug. 1, 2023 (Draper, UT):Canopy, provider of industry-leading accounting practice management software, is expanding the AI-driven capabilities of its software with the...

8/01/23 LEARN MORE

Practice Management

How to Work Less: Embracing Efficiency in Accounting

Accounting, often associated with long hours and tedious tasks, has long been considered a profession that requires extensive time commitments. During busy seasons, working hours...

7/31/23 LEARN MORE

Case Studies

SMD Consulting & Accounting, LLC: Canopy Creates an Easy Transition...

"Canopy better serves our needs, has more efficiencies, and it's better cost saving when we take it in and aggregate to all of our other tools." - Sean Duncan, Founder SMD...

7/27/23 LEARN MORE

on demand

Webinars

How To Be a Communication Expert: The Accountant Version

So, you’re good with numbers. That’s great. Crucial, even. But how are you at…communicating? Because that’s what’s going to set you apart from other...

7/20/23 LEARN MORE

Blogs

Changing Work-Life Balance Into Work-Life Harmony

As the accounting industry evolves rapidly, so do the demands on accountants. The relentless pressure to meet deadlines, manage financial complexities, and adapt to technological...

7/21/23 LEARN MORE

Practice Management

SOC 2 Compliance and Why It Matters

With reports of data breaches appearing on the news more frequently than ever, companies across the country are seeking increased security measures to protect the highly sensitive...

7/18/23 LEARN MORE

Tax Resolution

Common Misconceptions of the Employee Retention Credit

The Employee Retention Credit (ERC) is a valuable resource that can help businesses navigate the complex world of employee retention, but understanding its complexities and...

7/13/23 LEARN MORE

eBooks

Safeguarding Your Accounting Firm: The Importance of Cybersecurity

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Checklists

5 Tips to Mastering Value-Based Pricing

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6/28/23 LEARN MORE

on demand

Webinars

A Quick Look: Canopy AI

Modern Practice Management isn't modern without AI. In just the first 6 months of 2023, AI improvements have changed lives, made waves, and continue...

6/27/23 LEARN MORE

on demand