Canopy

@UCkqn6hCKjc6bTjkY-uSsfPA - 2.8K subscribers

Welcome to official Youtube of Canopy, the modern platform for accounting practice management. We help firms simplify operations, save time, and deliver a better client experience. With Canopy, you can: 👇🏼 - Manage clients and tasks in one place - Automate busywork and reduce admin - Pull IRS transcripts in minutes for free - Organize documents and eSignatures - Send branded proposals and invoices - Streamline client intake with smart tools - Use AI to save time across workflows Whether you’re a solo pro or growing firm, Canopy gives you the tools to do more with less. Subscribe for product tips, workflow ideas, and tools that help you work smarter. 🤝

Home Videos Live Playlists

CAS Practice Management: 5 Operations Mistakes to Avoid While Scaling

CAS Practice Management: 5 Operations Mistakes to Avoid While Scaling Canopy

18 views - 1 week ago

Jennifer Witts: People, Process, or Tech: What Scaling Firms Need First

Jennifer Witts: People, Process, or Tech: What Scaling Firms Need First Canopy

7 views - 1 week ago

How-To Format: How to Build Trust in Your Accounting Firm (Leadership Secrets)

How-To Format: How to Build Trust in Your Accounting Firm (Leadership Secrets) Canopy

25 views - 3 weeks ago

Facts vs. Stories: How Self-Awareness Makes Better Leaders

Facts vs. Stories: How Self-Awareness Makes Better Leaders Canopy

9 views - 3 weeks ago

What Accountants Love About Smart Intake and Client Portals

What Accountants Love About Smart Intake and Client Portals Canopy

54K views - 1 month ago

Why You Can't Fake Tech Expertise in Accounting Advisory

Why You Can't Fake Tech Expertise in Accounting Advisory Canopy

47 views - 1 month ago

Why Timely Financials Are Table Stakes, Not the Destination, for CAS

Why Timely Financials Are Table Stakes, Not the Destination, for CAS Canopy

5 views - 1 month ago

Stop Using Sticky Notes: Streamline Month-End Accounting Closes

Stop Using Sticky Notes: Streamline Month-End Accounting Closes Canopy

45 views - 1 month ago

Why Blake Oliver Thinks Your Tax Season Burnout Is Self-Inflicted

Why Blake Oliver Thinks Your Tax Season Burnout Is Self-Inflicted Canopy

40 views - 1 month ago

Blake Oliver: Why Busy Season Is Optional

Blake Oliver: Why Busy Season Is Optional Canopy

20 views - 1 month ago

Accounting Firm Growth: Using Data to Increase Your Profit Margins

Accounting Firm Growth: Using Data to Increase Your Profit Margins Canopy

25 views - 2 months ago

Ali Bawi: Your Accounting Data Is Telling You Something — Are You Listening?

Ali Bawi: Your Accounting Data Is Telling You Something — Are You Listening? Canopy

9 views - 2 months ago

Meet Your New Favorite Coworker: Canopy Coworker

Meet Your New Favorite Coworker: Canopy Coworker Canopy

173K views - 2 months ago

Canopy Coworker: Eliminate the Work Around the Work in Your Practice

Canopy Coworker: Eliminate the Work Around the Work in Your Practice Canopy

238 views - 2 months ago

Canopy AI Notetaker: The Better Way to Manage Client Meetings

Canopy AI Notetaker: The Better Way to Manage Client Meetings Canopy

173 views - 2 months ago

The Right Tech Starts with Knowing Who You Serve

The Right Tech Starts with Knowing Who You Serve Canopy

37 views - 2 months ago

3 Steps to Optimize Your Accounting Firm’s Tech Stack for 2026

3 Steps to Optimize Your Accounting Firm’s Tech Stack for 2026 Canopy

38 views - 2 months ago

The Cost of Overcomplicating Accounting, with Geni Whitehouse

The Cost of Overcomplicating Accounting, with Geni Whitehouse Canopy

29 views - 3 months ago

Stop Using Accounting Jargon: How to Build Meaningful Client Value

Stop Using Accounting Jargon: How to Build Meaningful Client Value Canopy

47 views - 3 months ago

Canopy Review: The Best All-In-One Solution for Modern Firms

Canopy Review: The Best All-In-One Solution for Modern Firms Canopy

45 views - 3 months ago

Turning Tax Season into Your Biggest Advisory Advantage

Turning Tax Season into Your Biggest Advisory Advantage Canopy

40 views - 3 months ago

Mark Kohler: Stop Surviving Tax Season. Start Scaling From It.

Mark Kohler: Stop Surviving Tax Season. Start Scaling From It. Canopy

27 views - 3 months ago

CPA Firm Case Study: How We Saved 100+ Hours With Canopy

CPA Firm Case Study: How We Saved 100+ Hours With Canopy Canopy

55 views - 4 months ago

AI for Accounting Firms, Building an AI Powered Firm

AI for Accounting Firms, Building an AI Powered Firm Canopy

77 views - 4 months ago

Roman Villard on AI, Automation, and the Future of Accounting Firms

Roman Villard on AI, Automation, and the Future of Accounting Firms Canopy

26 views - 4 months ago

AI for Tax Prep, From Intake to Organized Workpapers

AI for Tax Prep, From Intake to Organized Workpapers Canopy

290 views - 4 months ago

How Accountants Use Content to Win Ideal Clients (Not Just Leads)

How Accountants Use Content to Win Ideal Clients (Not Just Leads) Canopy

33 views - 4 months ago

Content Is Connection: Dr. Kristy Short on Marketing That Moves Accountants Forward

Content Is Connection: Dr. Kristy Short on Marketing That Moves Accountants Forward Canopy

8 views - 4 months ago

Doug Lewis on PE in Accounting: Opportunity, Risk, and What Comes Next

Doug Lewis on PE in Accounting: Opportunity, Risk, and What Comes Next Canopy

22 views - 4 months ago

Sell Your Accounting Firm, Cash, Earnout, Rollover Equity Breakdown

Sell Your Accounting Firm, Cash, Earnout, Rollover Equity Breakdown Canopy

27 views - 4 months ago

The Cost of “Always On” Culture, with Amy Vetter

The Cost of “Always On” Culture, with Amy Vetter Canopy

9 views - 5 months ago

The Cost of “Always On” Culture, with Amy Vetter

The Cost of “Always On” Culture, with Amy Vetter Canopy

13 views - 5 months ago

Meet the Accountants Still Using Clunky Practice Management Tools: Welcome to Archaic Tech Anonymous

Meet the Accountants Still Using Clunky Practice Management Tools: Welcome to Archaic Tech Anonymous Canopy

1M views - 5 months ago

Leadership Is Lonely, Here’s How Firm Owners Find Their People

Leadership Is Lonely, Here’s How Firm Owners Find Their People Canopy

52 views - 5 months ago

Making Accounting More Human with Erin Pohan

Making Accounting More Human with Erin Pohan Canopy

18 views - 5 months ago

Tax Workflow Automation: AI Powered Tax Return Preparation

Tax Workflow Automation: AI Powered Tax Return Preparation Canopy

208 views - 6 months ago

How Accounting Firms Can Lead Through Change Without Burnout with Heather Satterley

How Accounting Firms Can Lead Through Change Without Burnout with Heather Satterley Canopy

38 views - 6 months ago

Heather Satterley: Change Is the Job Now in Accounting

Heather Satterley: Change Is the Job Now in Accounting Canopy

12 views - 6 months ago

Canopy Engagements: Get Paid Faster & Start Work Sooner

Canopy Engagements: Get Paid Faster & Start Work Sooner Canopy

112 views - 6 months ago

Beth Whitworth: Leading with Confidence in Accounting

Beth Whitworth: Leading with Confidence in Accounting Canopy

18 views - 7 months ago

Beth Whitworth: Leading with Confidence in Accounting

Beth Whitworth: Leading with Confidence in Accounting Canopy

28 views - 7 months ago

20 Years of Accounting Trends: What Stuck, What Failed & What’s Whispering Now w/ Dan Hood

20 Years of Accounting Trends: What Stuck, What Failed & What’s Whispering Now w/ Dan Hood Canopy

22 views - 7 months ago

Dan Hood: Blockchain Fizzled, AI Won’t

Dan Hood: Blockchain Fizzled, AI Won’t Canopy

10 views - 7 months ago

How Private Equity Evaluates Accounting Firm Tech Stacks and Practice Management

How Private Equity Evaluates Accounting Firm Tech Stacks and Practice Management Canopy

60 views - 7 months ago

Save 50 Minutes Per Client Intake with Canopy Smart Intake | AI for Accountants

Save 50 Minutes Per Client Intake with Canopy Smart Intake | AI for Accountants Canopy

170 views - 8 months ago

Inside the Operations of Today’s Fastest Growing Accounting Firms

Inside the Operations of Today’s Fastest Growing Accounting Firms Canopy

62 views - 8 months ago

Dheeraj Pandey: The Tech Stack Mistakes Firms Keep Making

Dheeraj Pandey: The Tech Stack Mistakes Firms Keep Making Canopy

11 views - 8 months ago

How to Balance Workloads Instantly with Canopy’s Capacity Planning

How to Balance Workloads Instantly with Canopy’s Capacity Planning Canopy

111 views - 8 months ago

Darren Root: The Simple Firm and the Path to Professional Freedom

Darren Root: The Simple Firm and the Path to Professional Freedom Canopy

127 views - 8 months ago

Darren Root: The Simple Firm and the Path to Professional Freedom

Darren Root: The Simple Firm and the Path to Professional Freedom Canopy

15 views - 8 months ago

How Solutions Group Accounting Firm Streamlined Their Business and Cut 5 Payment Tools with Canopy

How Solutions Group Accounting Firm Streamlined Their Business and Cut 5 Payment Tools with Canopy Canopy

71 views - 8 months ago

Canopy Case Study: Financial Solution Advisors Tax Season

Canopy Case Study: Financial Solution Advisors Tax Season Canopy

111K views - 8 months ago

Operations, Empathy & Profit: Rethinking Firm Culture with Ashley Carroll

Operations, Empathy & Profit: Rethinking Firm Culture with Ashley Carroll Canopy

42 views - 8 months ago

Smart Intake with AI questionnaires

Smart Intake with AI questionnaires Canopy

837 views - 9 months ago

ENGAGEMENTS Canopy

488 views - 9 months ago

The CAS Playbook: Team Structure, Pricing, and AI

The CAS Playbook: Team Structure, Pricing, and AI Canopy

47 views - 9 months ago

Canopy Demo: All-in-One Practice Management Software for Accounting Firms (6-Minute Overview)

Canopy Demo: All-in-One Practice Management Software for Accounting Firms (6-Minute Overview) Canopy

3.2K views - 9 months ago

Dave Spence: Turning Tax Planning into Financial Freedom

Dave Spence: Turning Tax Planning into Financial Freedom Canopy

41 views - 9 months ago

Canopy Smart Intake Just Got Better

Canopy Smart Intake Just Got Better Canopy

302 views - 10 months ago

The Power of Listening: Michael Ly on Transforming Sales in Accounting

The Power of Listening: Michael Ly on Transforming Sales in Accounting Canopy

36 views - 10 months ago