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Practice Management

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Practice Management
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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Practice Management
Retaining and Recruiting Talent in Accounting Firms: 5 Proven...

With many accountants quitting in the past two years and the dwindling number of college students entering the accounting field, there is an increased focus on employee retention...

4/27/23 LEARN MORE
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Practice Management
8 Ways to Manage Clients Effectively & Efficiently | Canopy

The key to success in any business is building lasting relationships with clients. But what happens when managing clients takes up too much of your time and energy? The best way...

4/22/23 LEARN MORE
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Practice Management
Using ChatGPT in Your Accounting Firm

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...

4/21/23 LEARN MORE
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Practice Management
The Ultimate Guide to Going Paperless in Your Accounting Firm

Whether it’s to save money, increase productivity, or help the environment, many business owners are taking a serious look at going paperless. Going paperless is not that...

4/20/23 LEARN MORE
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Marketing Your Practice
Get Paid Faster — 3 Ways to Optimize Payments Processing at Your...

Getting paid is how your accounting firm will stay successful — there's no way around it. When it comes to navigating the nuances of getting paid, it's never simple. Here are top...

3/17/23 LEARN MORE
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Practice Management
The Easiest Way to Implement a New Practice Management Software

Hey, I get it. You’re not reading this article for fun. You’re reading because you’re worried about implementing a new practice management software for your accounting firm.

12/29/22 LEARN MORE
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Practice Management
5 New Year's Resolutions for Accountants in 2023

It’s almost time to ring in a new year and what better time to start fresh and improve yourself and your career? 2023 is going to be your year and it’s up to you to make the most...

12/21/22 LEARN MORE
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Practice Management
Technology for Accounting Firms: How Tech Makes a Firm Stand Out

Incorporating the right technology into your accounting firm can set your firm apart from the competition, help you win new customers, and maintain loyalty of the customers you...

12/14/22 LEARN MORE
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Practice Management
Accounting Software vs. Practice Management Software

Are you looking for accounting software or practice management software? Or, are you still not sure? Well, we can help! There’s actually a big difference between a practice...

12/02/22 LEARN MORE
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Practice Management
The Importance of Client Management Software for Accounting Firms

Canopy recently commissioned an independent research firm to survey 150 US-based accountants.

11/15/22 LEARN MORE
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Practice Management
Canopy Wins G2’s Fall Implementation Award

Get your drum rolls out and start drumming: Canopy’s Practice Management software for accounting firms just won a G2 Fall 2022 badge for Most Implementable! If you’re wondering...

10/28/22 LEARN MORE
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Practice Management
An Accountant's Guide to Successful Document Management

Document management is a core element of every accounting project, but it can quickly become a headache if you don’t have a good system in place. Here are a few key things to keep...

10/19/22 LEARN MORE
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Practice Management
How to Get Free Transcripts Online

Are you an accountant who used to be able to pull transcripts for your clients using a third-party software, then sometime last year, that service stopped working—and now you have...

10/14/22 LEARN MORE
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Practice Management
Practice Management: The Employee Relationship Way

Practice management is all about finding the most efficient ways to optimize and achieve your business goals. Effective practice management is the foundation of your accounting...

9/08/22 LEARN MORE
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