Leveraging the right Customer Relationship Management (CRM) software is key to enhancing efficiency, improving client relations, and driving business growth. This post delves into the top 6 accounting CRMs of 2024, highlighting their strengths and weaknesses to help accounting professionals make an informed choice ..read more

For the accounting firm focused on maximizing profit and efficiency, antiquated practice management solutions that only meet a few needs are no longer sufficient for accounting firms. Having an operating system that seamlessly connects all processes within an accounting firm is crucial for maximizing efficiency and providing a superior client experience. By integrating various functions and workflows into a centralized platform, tasks such as client management, payments, data analytics, and financial reporting can be streamlined and automated. This saves time, reduces errors, and allows for r ..read more

Integrating Artificial Intelligence (AI) into the accounting sector has been a game-changer, offering unprecedented efficiency improvements and accuracy levels. However, while AI has significantly advanced, it’s essential to recognize its capabilities and limitations within this industry ..read more

What's new: We are thrilled to announce the launch of the Files Interface Redesign within Canopy's Document Management module. This update transforms the way Canopy users interact with the files section, providing a more intuitive and user-friendly experience. Here's what you can look forward to ..read more

As a professional accountant, there may come a time when you need to end an engagement with a client. A conclusion to a client relationship could be due to several reasons, such as a realignment of your firm's services, a conflict of interest, or non-compliance with agreed-upon terms by the client.  ..read more

Randy Johnston, executive vice president of K2 Enterprises, sits down with Canopy to discuss his 30+ years in accounting and technology. In the episode Randy discusses the need for keeping up on accounting trends, why it's important for accounting firms to identify who they are and what they do, and why technology is crucial to running and efficient firm.  ..read more

With over twenty years dedicated to nurturing team growth, Jason Blumer has gained a profound understanding of the pivotal role team building plays in a company's expansion. Leading and assembling a team presents a challenging journey filled with intricacies that every leader faces. If you're grappling with these challenges, know you're not alone ..read more

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.  ..read more

What's new: With the latest update, clients now have the flexibility to pay their invoices directly through a secure link, bypassing the need to log into the Client Portal. As a Canopy user, your process remains unchanged. Upon sending an invoice, your clients will receive the usual email notification, which now includes an additional "Pay now" option. By selecting this secure link, they will be redirected to a new page where they can settle their invoice in full without the necessity of portal access ..read more

With the technological transformation that's taking place in the business landscape, the importance of having the right practice management software has never been more critical for the accounting industry.  ..read more