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Canopy

The #1 Cloud-Based Practice Management Platform. Client Mgmt. Doc Mgmt. Time & Billing. Workflow.

Take it for a test drive with a free trial (no credit card required) at getcanopy.com. Canopy is a simple yet robust practice management and tax resolution software. It introduces online client surveys for auto-population of IRS forms, smart tax analytics, a dynamic client portal including a client-facing mobile app and more. Try out a modern, seamless workflow built specifically for accounting professionals at getcanopy.com.

05/28/2026

If your accounting firm is going to change practice management systems
You need to do it in the next 30 days
And I'm putting together a meetup to help you do just that 👇

This post's sponsor Canopy has long been at the top of my app recommendations
It's a practice management system that does a lot of things. It's kind of a feature nerd's dream

But I got my favorite Canopy implementer
A guy that sets up Canopy in firms all over the country
(and doesn't work for Canopy)

To host a private event, showing off how firms use Canopy
In particular their new AI features, like...

AI tax intake
Month-end close automation
And the new AI assistant, Coworker

Canopy is the closest thing we have in our industry to a true "all-in-one"

But if you want to join in this session and get honest answers to any questions you have about it, comment "MEETUP" and I'll DM you an invite

05/11/2026

04/30/2026

Introducing Canopy Coworker... and your firm will never operate the same way again.

If you’re like most accounting firms, you’ve already experimented with AI. Chatbots that answer questions. Copilots that suggest next steps. Assistants that need to be told what to do. They’re useful, and they’re definitely better than nothing. But here’s the problem: none of them actually do the work. You’re still the one supervising every handoff, chasing down stalled tasks, and playing middleware for your own firm.

Canopy Coworker fixes that. Here’s what makes it a game-changer:

✨

You ask. It does. Not suggestions. Not recommendations. Coworker translates plain-language requests into executable plans, then drafts, sends, updates, routes, monitors, and closes the loop across your tasks and workflows.

✨

The Monday Morning Audit — handled. Coworker combs for stale tasks, budget overruns, missing documents, and unassigned work before you even open your laptop. No more manually consolidating WIP just to figure out where things stand.

✨

No flowcharts. No automation maze. Describe the outcome you want in plain language. Coworker builds the plan and runs it. No node-based workflows to configure. No constant supervision required.

✨

You always know what it’s doing. Every action follows a transparent plan → act → review loop. Higher-risk steps route to an approval queue with a full audit trail, so your firm always sees what Coworker will do — and why.

✨

You set the boundaries. Role-based permissions, context controls, and firm-level policies mean the AI only operates within the guardrails you define. It earns broader autonomy through demonstrated reliability — on your terms.

✨

Your data stays right where it belongs. This isn’t a third-party “duct-tape” integration. Coworker is native to Canopy — built inside the same SOC 2 Type 2 environment where your client PII, financials, and SSNs already live. Nothing goes out into the blue.

We are very excited about what this unlocks for firms ready to stop managing the chaos and start scaling their capacity.

The autonomous firm starts here.

03/23/2026

Introducing the dream team ✨

Baby executive edition 🍼

02/25/2026

Accountants don’t need more marketing noise. They need meaningful connection. 👏

The firms that are growing right now aren’t just “posting consistently.” They’re starting conversations. They’re building trust. They’re showing up in ways that feel human.

“Content is the human connection aspect of marketing.”

In a relationship-based profession, content isn’t filler. It’s the bridge between your expertise and the people who need it.

In our newest episode, Content Is Connection: Dr. Kristy Short on Marketing That Moves Accountants Forward, Dr. Kristy Short shares how accountants can create content that doesn’t just check a box, but actually moves the firm forward.

If you’re rethinking your marketing strategy this year, this conversation is a must-listen.

01/12/2026

Meet Wes & the Bynum CPA Team ✨

We love hearing from firms that are building smart, scalable practices, and today we’re highlighting Bynum CPA!

Bynum CPA serves 1,000+ clients across tax, bookkeeping, payroll, and advisory. As the firm grew, their tools couldn’t keep up. Before Canopy, they were facing:
• Disconnected systems
• Manual onboarding and data collection
• Extra follow-ups slowing work down

Wes’ words:
“We set the tone with clients early. Canopy is how we do business.”What made the biggest difference?

📋 Questionnaires – cleaner onboarding and fewer errors
⚙️ Custom workflows – consistent, repeatable processes
💬 Client portal – one place for communication, docs, and payments
💳 Billing inside Canopy – everything flows through one system
The results?
A smoother client experience. Less admin work. And a firm that’s built to scale without losing consistency.

Wes’ advice for growing firms:
“We’ve built our internal processes around Canopy. It’s how we stay organized, communicate with clients, and deliver consistently.”Huge thanks to Wes and the entire Bynum CPA team. We’re proud to support your growth! 🙌

01/08/2026

Stop losing time, clarity, and revenue at the starting line.
Canopy Engagements gives your firm a smarter, faster way to scope, price, and launch work—all in one place.

This isn’t just a proposal tool. It’s how modern firms take control of onboarding and kick off work with confidence.

✅ Set clear expectations
✅ Eliminate scope creep
✅ Launch projects instantly
✅ Deliver a seamless experience to every client

What’s new in Engagements:

📄 Branded proposals with welcome videos and brochures
📦 Flexible, tiered pricing with deposits and add-ons
📬 Bulk sending and automated follow-ups
🔁 Workflows triggered the moment a proposal is signed
💳 Secure, one-click sign and pay for clients

Ready to simplify onboarding and protect your bottom line?

12/24/2025

See you all next year ✌🏼

12/23/2025

Just like that it’s a 2025 Canopy Wrap!!! You won’t believe our listening age!

We know you guys will be asking for that playlist so here you go:

https://open.spotify.com/playlist/43GjYXulAhIZa2OWj0FgqW?si=EAIx0BFSQVi2opEbDvuQ0Q&nd=1&dlsi=0c3c1d753b0640c7

12/01/2025

One click. Zero hassle. Happy clients. That’s why you need Canopy. 👏😏

Address

South Jordan, UT

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

http://getcanopy.com/

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