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Start free trial Get a demo Product Solutions Pricing Resources About Canopy Practice Management Build your firm-wide operating system to work as you need it. Learn More Client Engagement Make the most of your relationships. Document Management Stop wasting time and energy wrangling document sprawl. Workflow Focus your time on the right things. Time & Billing Manage & track them both with Canopy. Transcripts & Notices Get all of the data with none of the hassle. Tax Resolution Tax issues are messy. Your process to solve them doesn’t have to be. Highlighted Features What we mean when we call Canopy all-in-one”. Canopy AI Don’t waste brainpower on tasks that shouldn’t need it. Insights Keep a pulse on the health of your firm. Canopy Mobile App Firm Management for practitioners on the go. Client Portal Because clients need a one-stop-shop too. Engagements & Proposals So much more than just a letter, document, or quote. Payments Getting paid should not be difficult. Period. eSignatures Simple & unlimited document signing for accountants. CRM Clients. Contacts. Entities. Accounting specific relationship management. Future-Focused Firms Modern challenges demand modern accounting software. Data-Driven Firm Management Why leave decisions to your gut when data’s right there? Practice Optimization Solving the supply & demand problem with tech. Communication & Collaboration Improve connections with your clients & staff. Practice Management Suite Build your practice management platform to work as you need it Client Management Make the most of your client relationships. Content Hub If it has to do with accounting, practice management, or Canopy, it’s here. Learn More Blog News, product updates, and key insights into the accounting industry. CPE Earn free CPE and CE credits with self-study video courses. Ebooks In-depth research that takes you into the inner workings of accounting. Webinars On-demand, industry expert-led webinars. Why Canopy? All-in-one practice management that unlocks the firm you’ve always wanted. Learn More Compare See how Canopy stacks up to the competition. Case Studies See how Canopy helps firms. Implementation Canopy helps you get started (and to ROI) quickly. Training & Professional Services Manage change with world-class help. Company Info Who we are, what matters to us, plus some awards we’ve won. Careers We’re hiring! Check out our open positions. Press Room The latest Canopy news. Contact Us Email, call, or snail mail us here. Log In Start free trial Get a demo Start free trial Get a demo Product Practice Management Client Engagement Document Management Workflow Time & Billing Transcripts & Notices Tax Resolution Highlighted Features Canopy AI Insights Canopy Mobile App Client Portal Engagements & Proposals Payments eSignatures CRM Solutions Future-Focused Firms Data-Driven Firm Management Practice Optimization Communication & Collaboration Pricing Resources Content Hub Blog CPE Ebooks Webinars Why Canopy? Compare Case Studies Implementation Training & Professional Services About Canopy Company Info Careers Press Room Contact Us Log In Schedule your Canopy Demo. Free CPE Courses. Self-Study with Canopy. Complete your credit requirements with Canopy, for free! Earn credits with unlimited, self-study video courses and webinars. Access a wide variety of highly-rated content taught by top-ranking thought leaders. Unlimited, Free and On-Demand CPE Classes. You won’t find a more convenient CPE platform. Classes that aren’t boring. Explore engaging classes from industry leaders, influencers and experts. Automatic certificate delivery. Certificates are immediately verified and delivered as soon as you complete a class. CANOPY COURSES Premiuim CPE & CE Credits Canopy’s catalogue of Free CPE & CE classes spans eleven categories, offering everything from tax law updates to business management tips and tricks. Explore exclusive and engaging classes from any of these categories: Accounting Auditing Business Management Business Management & Organization Communications and Marketing Computer Software & Applications Ethics Finance Personal Development Personnel / Human Resources Taxes Get Started with Canopy CPE Sign up for free and select from hundreds of in-depth courses, taught by industry leaders and trusted professionals. 1. Sign up for free. Canopy’s CPE & CE platform is completely free! Just enter your details in our registration form to gain access to hundreds of free courses. 2. Select from hundreds of in-depth courses. Say goodbye to boring CPE! Our creative courses are designed to answer the questions modern accountants actually have. 3. Get your certificate delivered, fast. As soon as you complete your course, we’ll deliver a verified Certificate of Completion to your Canopy account. Everything to Know about Cybersecurity And earn 2 free CPE credits while you’re at it. The 2023 Cybersecurity Update for Accountants Learn everything you need to know about cybersecurity as an accountant. From the ethics, rules and legal requirements you need to know to top 5 cybersecurity risks for accountants - this course will cover it all. What You Need to Know: Latest Updates Part 1 Cybercrime, Cybersecurity, Phishing, Malware, Ransomware, Skimming, the list goes on and on, but it really doesn’t pertain to me, right? Wrong. What you don’t know CAN hurt you. Learn how cybersecurity pertains to you in the first part of Canopy’s 2-part series. Start the course here. What You Need to Know: Latest Updates Part 2 This course is a continuation of Cyber Security – Part I - Why you Need to secure your small business against cyber threats, and we cover the next steps you can take to perform a self-assessment of your risks. We will cover areas of Physical Safeguards, Personnel Security, and Computer Systems & Information Security. Find the second part here. Sign up for updates 855.616.7305 Products Client Engagement Document Management Time & Billing Workflow Insights Engagements & Proposals Transcripts & Notices Tax Resolution Firm Wide Operating System Company Why Canopy? Compare Canopy About Careers Contact Us Resources Implementation Training & Professional Services Support Blog Ebooks & Guides Case Studies Canopy Status Security More Canopy Mobile App Client Portal CRM Desktop Assistant Payments Secure Links eSignatures Automation Templates Integrations Developers Affiliate Program © 2024 Canopy Tax, Inc. Terms & Conditions Privacy Google Data Use...