How to setup your Customer Portal

Canopy Welcome Series

Our first video in our Canopy Client Portal series, Makenzie shows us how to log in and navigate your new Client Portal.

29 Aug 2023

Coffee Break

Let's Take a Break Coffee Break Let’s pause from our usual accounting talk and sit back for a minute to discuss something that 74% of us do EVERY DAY –…
01 Feb 2023

Tax Provision Update – Secure Act 2.0

Knowing these complexities of the tax law, we want to regularly provide our clients with a summary and overview of new tax provisions as they become available so that you can make the best financial decisions for yourself, business, or family.

04 Apr 2023

Spring Has Sprung!

Spring Has Sprung! and it’s Time to Get Clean and Organized! The experts are saying it’s time to start planning your spring cleaning and the best way to go about…