Canopy Tax

Canopy develops an intuitive suite of software that helps tax professionals make their work more efficient, simple, and lucrative. We listen, innovate, then listen again, so every feature in Canopy is built in partnership with the tax professionals who use it.

In addition to delivering easy-to-use software that saves valuable time, we want to make it easier than ever for all tax practitioners to obtain their required continuing education credits. As we offer free continuing education programs we are able to expose more people to the tools we have developed to help them optimize their practices in compliance with federal and state laws and regulations.

Address

10355 S Jordan Gateway
Suite 500
South Jordan
UT
84095
United States

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NASBA Approved providers

National Registry

Registry ID

139602

Approved Delivery Method

Group Live, Group Internet Based, QAS Self Study

Join us for a conversation with one of accounting's most influential voices: Jason Staats. In this session, Canopy CEO Davis Bell will sit down with Jason to tackle your most pressing questions about …

Join top local accounting pros for a morning packed with insights, networking, and the latest best practices for today's accounting firms. Whether you’re looking to tighten up your workflows, grow you …

The modern accounting firm is undergoing a transformation—one that replaces clunky, manual processes with seamless automation and integrated cloud solutions. But how do you take your next step toward …

If you're an accounting, tax, or bookkeeping firm owner who knows you're great at what you do but still finds yourself stuck financially— working harder without seeing the return—you likely have money …

Join top local accounting pros for a morning packed with insights, networking, and hands-on product demos. Whether you’re looking to tighten up your workflow, strengthen your firm culture, chat with i …

Join operations leaders Ashley Fontenot and Whitney Kisner for an insight-packed panel where they’ll expose the hidden inefficiencies slowing firms down—and share how to fix them using practice manage …

What if your firm could grow faster — while you work less? In this candid and practical 50-minute webinar, Dr. Jackie Meyer, CPA and creator of TaxPlanIQ, shares the exact leadership shifts that took …

Tax Day has come and gone, and we know you’ve been busy (we have the metrics to prove it). In this webinar, we’ll share how much you worked (like the more than one billion data requests Canopy facilit …

Is your firm running as smoothly as it could be? Or are clunky, disconnected systems slowing your team down? Join us for a special BDO demonstration with Lera Kooper, Owner of Accountability Services, …

“Capacity isn't about doing more—it’s about doing the right things, the right way, with the right people.” 🔥 Are you stuck in the cycle of burnout, bottlenecks, and barely-there profits? It’s time fo …

Join us for part two of our 2025 Tax Season Updates series, where we'll cover the most important changes impacting businesses this tax season. From new adjustments to key credits and deductions, this …

The one thing that has remained the same over the past few years is that everything changes as it relates to taxes. With the new 2024 tax season right around the corner, are you confident that you hav …

Running a firm is about a lot more than just accounting. Managing a business takes work and organization. In this webinar, you will hear from two experienced firm operations directors on how they keep …

Reserve your spot for Canopy's annual Demo Sweepstakes! Attend live to win from over $5,000 of prizes and see how current Canopy users have transformed their firms with all-in-one accounting practice …

Join Canopy and accounting profession experts as we come together for our 2024 online summit. This year’s summit will feature a more robust schedule with more data, more training opportunities, and mo …

Are you ready for an electrifying discussion that will challenge the very foundations of the accounting world? Join us for our upcoming webinar, where two expert panelists will go head-to-head in a de …

Canopy and CPA Practice Advisor partnered on a survey asking accountants how they saw the profession today and where they thought it would be in three to five years. In this engaging webinar a panel o …

In this session you’ll learn the 6 key steps for starting an advisory practice that will thrive. Sean Duncan will provide you with his personal methodology for planning and implementing advisory servi …

Longtime accounting industry luminary Darren Root will be sitting down with Canopy CEO Davis Bell to discuss the accounting field, what he thinks the future holds, and most of all, answering your ques …

What does it mean to unclunk your firm? Join a special BDO demonstration of Canopy's practice management solution to find out. The demo will feature insights and reactions from BDO member Lera Kooper …

Discover how to navigate the accounting talent shortage and implement a straightforward system that transforms your firm from asking, “Where can I find talent?” to top talent asking you “How can I wor …

Tax Day has come and gone and we know you’ve been busy, we have the metrics to prove it. In this webinar we’ll share how much you worked (like the more than one billion data requests Canopy facilitate …

A live demonstration of Canopy accounting practice management software Learn from - and interact with - real firms just like yours that transformed their business.

Busy season is upon us. Every year you may be saying the same things…"I start off sticking to a routine but it quickly falls off and I start feeling burned out and tired". Make this the year you are g …

In this second part of our 2023-2024 tax update series, we will cover rules that affect 2023 filing and effects of changes like SECURE 2.0 and the Inflation Reduction Act (IRA) rules effective January …

With the new 2023 tax season right around the corner, are you confident that you have the tools and the information necessary to jump into the season armed with the knowledge you need? This webinar is …

It's that time again to begin exploring ways we can manage tax season, stay sane, and still be intentional about how we lead our firms. In this webinar we'll discuss some capacity management tips for …

A live demonstration of Canopy Practice Management Learn how Canopy has automated workflows, delivered exceptional client experiences, and increased visibility for real accounting firms just like you …

Canopy’s 2023 Summit will highlight product improvements from the past year as well as what to expect from the Canopy roadmap in 2024. What to Expect Davis Bell, CEO will share a message on the impo …

If you’re like most firm owners, at some point, you’ve searched the internet for marketing strategies. And, for the vast majority of you, you likely found a copious amount of marketing strategies. The …

You understand there are many security risks you face and that you have a legal responsibility to safeguard that information, but you aren’t sure how to get started in performing a proper risk assessm …

Cybercrime, Cybersecurity, Phishing, Malware, Ransomware, Skimming, the list goes on and on, but It really doesn’t pertain to me, right? I am too small and I really don’t have anything of value to hac …

This material is practical and designed for those who need to read, understand, and analyze financial statements to make better informed business decisions. Financial statement analysis is used to fin …

Come get a closer look into diving into data on your clients, tasks, capacity, and time. We'll explore how you can quickly spot trends, set up alerts, schedule reports, drill down, utilize custom form …

In this webinar, Jason Blumer, CPA, will discuss the dichotomy between service and operations in firms, the necessity to monitor cash flow, and the deep value of knowledge capture. All critical operat …

So, you’re good with numbers. That’s great. Crucial, even. But how are you at…communicating? Because that’s what’s going to set you apart from other accounting firms. The way you communicate is your p …

From tracking time to hiring staff, the top difficulties accounting firms are facing and moreCanopy recently surveyed accounting leaders about how they run their firms. In this webinar you will learn …

This course discusses the importance of understanding and correctly reporting investment income from securities on tax returns. It highlights various types of income generated from stocks and mutual f …

Ryan Lazanis, CPA and founder of Future Firm shares his unique 6-Step blueprint to a modern firm that increases your freedom and improves your lifestyle. In this course, you'll discover: How and why t …

While we don’t want to become investment advisors for our clients, understanding the tax ramifications of investments is certainly part of our job. And it’s not an easy job, by any means. Even a simpl …

What’s the single most important decision we make when preparing a tax return? That most important decision is the client’s filing status! There are five different filing statuses: single, married fil …

The one thing that has remained the same over the past few years is that everything changes as it relates to taxes, and the 2022 tax season is no different. Are you confident that you have the tools a …

It's that time of the year for accountants! With new tax season laws being updated for the upcoming tax year, you definitely want to check out this course to be prepared for all of the changes that ar …

Tax Season Updates, both Individual and Business, are a must for tax professionals. Knowing the latest and greatest tax laws is required, both for filing tax returns and to looking to the future for y …

While RMDs are often calculated by financial advisors, it’s definitely on us tax preparers to make sure our clients understand requirements for taking the money out and avoid common mistakes, such as …

The selection and implementation of a practice management software can feel completely overwhelming; but, you know you need a better way to manage your accounting firm. From client onboarding to clien …

Canopy and now Right Networks customers have access to a secure, one-time login to the Transcript Delivery System (TDS) through Canopy and their partnership with IRS. Knowledge is power, especially wh …

The accounting profession is always changing and evolving. At Canopy we’re passionate about helping you and your firm stay at the forefront of the profession. Join us for our annual virtual Summit …

Unless, that is, you attend this webinar with Dawn Brolin, CPA CFE, who is implementing Canopy in her own firm and is pulling back the curtain so you can learn exactly how to evaluate Canopy for your …

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