Canopy Accounting

MAY 9, 2022

As accountants, you know the importance of client satisfaction—they are the backbone of your business after all. Canopy commissioned a study that examines accounting client expectations. Wouldn’t it be nice to know what was going on inside their heads? Thanks to new research you can!

Technology 97

Technology Account accountant accounted 97

Canopy Accounting

JULY 27, 2023

"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 Consulting & Accounting. Why Choose Canopy? Canopy vs. Competitors SMD Consulting & Accounting explored other software options before choosing Canopy.

Account 52

Account accountant accounted 52

Insightful Accountant

NOVEMBER 17, 2023

Canopy, an accounting software provider, unveiled on November 16, Canopy Engagements. This new feature empowers accountants to automate client experiences through professional engagement letters and proposals directly within the Canopy suite.

Account 52

Account accountant accounted accounting software 52

Canopy Accounting

NOVEMBER 15, 2022

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

accounting firms 98

accounting firms Account accountant accounted 98

Canopy Accounting

APRIL 21, 2023

April 21, 2023 (Draper, UT): Canopy , provider of industry-leading practice management software, announced today the integration of ChatGPT AI in its all-in-one accounting practice management software.

Account 52

Account accountant accounted 52

Canopy Accounting

FEBRUARY 1, 2024

The way you price your accounting services shouldn’t be arbitrary. The correct accounting pricing strategy can effectively mean the difference between scraping by and robust growth.

Account 98

Account accountant accounted 98

Canopy Accounting

MARCH 22, 2024

In accounting, efficiency isn't just a goal — it's a necessity. Thankfully, accounting templates offer a bridge to this efficiency, providing a foundation for standardization, consistency, and clarity that empowers firms to deliver superior service while saving hours of time and managing resources effectively.

Account 52

Account accountant accounted 52

Canopy Accounting

APRIL 21, 2023

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 next thing ChatGPT can do.

Account 105

Account accountant accounted 105

Canopy Accounting

OCTOBER 24, 2022

Canopy commissioned an independent research firm to survey 150 US-based accountants related to document management practices in their firms. The margin of error for this study is +/- 6% at the 95% confidence level. All data coming from the survey is indented and green.

accounting firms 40

accounting firms Account accountant accounted 40

Canopy Accounting

FEBRUARY 24, 2024

Every accounting firm is looking for ways to improve the accounts receivable process as it affects all aspects of the business, such as marketing and purchasing. If you are an accounting professional who is looking to increase cash flow and save time and expenses each week, look at these ideas on how to minimize accounts receivable.

Account 98

Account accountant accounted accounting firms 98

Canopy Accounting

OCTOBER 20, 2022

Canopy commissioned an independent research firm to survey 150 US-based accountants about office communication. The margin of error for this study is +/- 6% at the 95% confidence level. All data coming from the survey is indented and green.

accounting firms 40

accounting firms Account accountant accounted 40

Canopy Accounting

DECEMBER 5, 2023

We’ve given you Halloween costume ideas and now you’ve come to us for another equally important fashion decision: an ugly Christmas sweater for any accountants in your life, including yourself. That’s where accounting-themed ugly Christmas sweaters come in—here is our list of top 10 ugly Christmas sweaters for accountants.

Account 105

Account accountant accounted 105

Canopy Accounting

MAY 8, 2024

South Jordan, UT – [May 8, 2024] – Canopy, the firm-wide operating system that helps accountants build the firm they’ve always wanted , is thrilled to announce the successful raising of $35 million in an oversubscribed round.

Account 59

Account accountant accounted 59

CPA Practice

AUGUST 1, 2023

Accounting practice management software maker Canopy is expanding the AI-driven capabilities of its software with the introduction of Canopy Insights. Canopy Insights provides accounting firms with easily visualized and customizable reports to accelerate the decision making process and help fine-tune firm operations.

accounting firms 98

accounting firms Account accountant accounted 98

Canopy Accounting

MARCH 12, 2024

At Canopy, we’ve recently improved 24 of our accounting and tax workflow templates by adding helpful automations to save you and your firm time.

Tax 105

Tax Account accountant accounted 105

Canopy Accounting

OCTOBER 31, 2022

These first few moments as a new business owner are exciting times, however, they may cause the business owner to underestimate the importance of having good accounting practices in place from the very start.

Account 105

Account accountant accounted 105

Canopy Accounting

JULY 7, 2022

Is your accounting firm intentional about process and workflow? Here are three things accounting firms should keep in mind when looking to adopt the best workflow management system. If the answer is no, it’s only a matter of time until processes start breaking down. Any change could disrupt an undefined workflow system.

Account 98

Account accountant accounted accounting firms 98

Canopy Accounting

OCTOBER 19, 2022

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 in mind as you create your document management strategy.

Account 98

Account accountant accounted 98

Canopy Accounting

APRIL 16, 2024

Presenters: Michael Salmon , Canopy Eric Bonney , Managing Shareholder, Harvest Tax & Accounting Services Rekha Nomula , Operations Manager, AppleTree Business Services

Tax 52

Tax Account accountant accounted 52

Canopy Accounting

FEBRUARY 8, 2023

Here are 10 accounting conferences you should be aware of in 2023. 2023 is here and we can already tell it’ll be a great one for networking, especially when it comes to events.

Account 98

Account accountant accounted 98

Canopy Accounting

FEBRUARY 13, 2024

Canopy has secured a coveted spot in G2's "Top 100 Fastest Growing Softwares of 2024". This accolade highlights Canopy's remarkable growth and impact in the technology sector, solidifying our position as a leader in driving efficiency and productivity for the accounting industry.

Technology 59

Technology Account accountant accounted 59

Canopy Accounting

MARCH 3, 2023

We know accounting can be a tough field full of numbers and serious work. With that in mind, take a look at these 20 hilarious accounting memes and see which ones you relate to the most. And sometimes, that work can be taxing (pun intended.) But seriously, we all experience problems with clients, coworkers and bosses.

Account 105

Account accountant accounted Tax 105

Canopy Accounting

FEBRUARY 8, 2023

Here are 10 accounting conferences you should be aware of in 2023. 2023 is here and we can already tell it’ll be a great one for networking, especially when it comes to events.

Account 96

Account accountant accounted 96

Canopy Accounting

OCTOBER 10, 2022

Marketing is instrumental to your success whether you want to do it or not. Think about it, you are not compensated for marketing. You don’t get to bill your marketing time to anyone. Yet, your compensation is based on the results of your marketing. If you don’t market, you won’t be able to improve all those metrics that impact your income.

Account 95

Account accountant accounted 95

Canopy Accounting

AUGUST 15, 2022

Accounting firms are not alone in harnessing this practice and many are seeing tremendous savings in time and money. Cloud computing is the process of delivering hosted services using the internet. In a short time, cloud computing has emerged as an efficient and advanced way to boost the success of just about every type of business.

Account 98

Account accountant accounted accounting firms 98

Canopy Accounting

MARCH 27, 2024

Randy Johnston, executive vice president of K2 Enterprises, sits down with Canopy to discuss his 30+ years in accounting and technology.

Technology 66

Technology Account accountant accounted 66

Canopy Accounting

DECEMBER 21, 2022

With self-improvement in mind, here are 5 New Year’s resolutions accountants should have this year. 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 of the opportunity!

Account 98

Account accountant accounted Start-ups 98

Canopy Accounting

JUNE 21, 2022

Social media is a powerful source of industry information if you’re engaging with the right accounts. Search algorithms have become more sophisticated over the years and content across social channels continues to be curated towards users’ specific interests and needs.

Account 111

Account accountant accounted 111

Canopy Accounting

APRIL 20, 2023

Going paperless is not that difficult to do and in the long run, it’s certainly better for your accounting firm’s bottom line. Whether it’s to save money, increase productivity, or help the environment, many business owners are taking a serious look at going paperless.

accounting firms 98

accounting firms Account accountant accounted 98

Canopy Accounting

NOVEMBER 1, 2022

Your document management system is a big part of your accounting firm’s success. At least you hope that it is. It could also be the weak spot that prevents your firm from growing. Stay organized, and you take care of the clients you have while winning new ones.

Account 81

Account accountant accounted 81

Canopy Accounting

SEPTEMBER 1, 2023

"The real value of Canopy is how it comes together — I think Canopy understands what's going on in a firm." Profile BookSmarts Tax & Accounting Services is a year-round small business accounting firm with more than 20 years of experience. I need a robust system to do my job, and that's Canopy.

tax accountant 52

tax accountant Tax Account accountant 52

Canopy Accounting

MARCH 1, 2024

Profile: Harvest Accounting Firm , founded in August 2020, specializes in serving small family-owned and operated businesses across various industries. With a focus on businesses ranging from half a million to several million in revenue, Harvest Accounting provides tax compliance, planning, projections, and monthly bookkeeping services.

accounting firms 52

accounting firms bookkeeping services Account accountant 52

Canopy Accounting

MARCH 8, 2023

Women make up nearly 60% of the accounting service industry according to 2022 data. In honor of International Women's Day, we rounded up a list of the Top 10 Innovative Women in Accounting and Tax. From the future of accounting to tax policy, these women are experts across the industry. Check it out!

Tax 98

Tax Account accountant accounted 98

Canopy Accounting

FEBRUARY 28, 2024

In this episode of Canopy's Practice Success podcast, Liz Scott discusses the critical aspects of technology in accounting. The conversation covers the evolving role of accountants as technology advisors and the significance of managing a tech stack effectively.

Technology 64

Technology Account accountant accounted 64

Canopy Accounting

JULY 20, 2022

The same is true for those in the accounting industry. Industry trends show that accountants are already adopting automation into their workflow. According to the CaseWare 2022 State of Accounting Firms Trends Report , 51% of those surveyed use automation software regularly to minimize time spent on routine tasks.

accounting firms 96

accounting firms Account accountant accounted 96

Canopy Accounting

OCTOBER 27, 2022

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

Account 97

Account accountant accounted 97

CPA Practice

NOVEMBER 16, 2023

Canopy , the maker of accounting practice management software, has launched Canopy Engagements, a customizable and seamless solution that enables accountants to elevate and automate their client experiences with professional engagement letters and proposals right from within the Canopy suite.

Account 52

Account accountant accounted 52