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Practice Management

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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
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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
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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
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3 Lies Accountants Tell Themselves

In a recent webinar, “Lies Accountants Tell Themselves,” hosted by Canopy, we had industry experts dive into a new research report, “2023 Accounting Practice Management Survey”,...

8/24/23 LEARN MORE
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5 Ways to Embrace Change in Accounting Firms

In the ever-changing realm of accounting, adaptability, and innovation have become the foundations of success. Elizabeth Manso, CPA and owner of Brigade, was able to sit down with...

8/16/23 LEARN MORE
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4 Techniques for Maximizing Firm Productivity with Canopy

In the ever-evolving landscape of financial services, staying ahead requires expertise and the right tools to streamline operations and elevate client experiences. James Merante,...

8/11/23 LEARN MORE
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Top 3 Business Best Practices of a Well-Oiled Accounting Firm

In our recent Canopy webinar we dove into 3 key topics that can allow firms to make more money and scale their organizations more sustainably. There are so many ways a firm can...

8/08/23 LEARN MORE
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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
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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
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2023 Accounting Practice Management Survey

Executive Summary

6/20/23 LEARN MORE
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2023 Tax Season: the Numbers, the Challenges, and the Wins

In the fast-paced accounting environment, practice management software has become essential for efficient operations and streamlined workflows. The success of any software...

5/26/23 LEARN MORE
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Embracing Inclusion and Belonging: Keys to Longevity and Relevance

In today's fast-paced and ever-changing business landscape, leaders face the challenge of staying relevant to ensure longevity for their organizations. Understanding and embracing...

5/25/23 LEARN MORE
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Why Are Accountants Quitting?

The accounting profession has always been challenging and demanding, requiring much time, dedication, and attention to detail. However, in recent years, there has been a growing...

5/23/23 LEARN MORE
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Using ChatGPT in Your Accounting Firm (Part 2)

If you've spent any time near a screen lately, you’ve heard of ChatGPT — a language model trained by OpenAI. Every day, a new thread appears of someone who has figured out the...

5/11/23 LEARN MORE
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3 Reasons Why Accountants Need A Client Portal

Client portals have come a long way since they were first introduced. Revolutionary as they were, the first portals were simple tools—clunky and barely more secure than your...

5/01/23 LEARN MORE

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