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One the 7th day of tax season, there were 7 deep sighs😮‍💨 12 tabs open 💨 11 emails before 9am 📩 10 client “quick questions” 📞 9 coffee refills (and counting) ☕☕☕ 8 missing receipts 🧾

One the 6th day of tax season, there were 6 clients filing late ⏳ 12 tabs open 💨 11 emails before 9am 📩 10 client “quick questions” 📞 9 coffee refills (and counting) ☕☕☕ 8 missing receipts 🧾 7 deep sighs😮‍💨

It's time to break up… with that client. Let go of the ones draining your time with a clean, professional disengagement letter. 🚪 Close the door. Keep your boundaries. Protect your firm. getcanopy.com/blog/crafting-…

One the 5th day of tax season, there were 5 last-minute extensions ✍️ 12 tabs open 💨 11 emails before 9am 📩 10 client “quick questions” 📞 9 coffee refills (and counting) ☕☕☕ 8 missing receipts 🧾 7 deep sighs😮‍💨 6 clients filing late ⏳

One the 4th day of tax season, there were 4 stress snacks a day 🍕 12 tabs open 💨 11 emails before 9am 📩 10 client “quick questions” 📞 9 coffee refills (and counting) ☕☕☕ 8 missing receipts 🧾 7 deep sighs😮‍💨 6 clients filing late ⏳ 5 last-minute extensions ✍️

One the 3rd day of tax season, there were 3 urgent phone calls 📞 12 tabs open 💨 11 emails before 9 📩 10 client quick questions 📞 9 coffee refills ☕☕☕ 8 missing receipts 🧾 7 deep sighs😮‍💨 6 clients filing late ⏳ 5 last-minute extensions ✍️ 4 stress snacks a day 🍕

One the 2nd day of tax season, there were 2 final returns 📤 12 tabs open 💨 11 emails before 9 📩 10 client quick questions 📞 9 coffee refills ☕☕ 8 missing receipts 🧾 7 deep sighs😮‍💨 6 clients filing late ⏳ 5 last-minute extensions ✍️ 4 snacks a day 🍕 3 urgent calls 📞

One the 1st day of tax season, there was a giant sigh of relief 🎉 12 tabs open 11 emails before 9 10 client quick questions 9 coffee refills 8 missing receipts 7 deep sighs 6 clients filing late 5 last-minute extensions 4 snacks a day 3 urgent calls 2 final returns

Big news: Canopy raised $70M Series C to fuel our AI-driven mission to transform practice management. What’s coming: 🧠 Smarter AI automation 💰 Embedded financial tools 🔗 Better firm-wide connectivity 🧾 Full client journey support Read more 🔗 ow.ly/sELA50VFW3o

🎙️ New Podcast Episode Alert! On this episode we’re joined by Will Hill to discuss how healthy, strategic goals can drive firm productivity and create a better work-life balance. Tune in now! 🎧 ow.ly/MMIb50Vl51Y #PracticeSuccess #WorkSmarter #AccountingGrowth

High-value clients don’t just appear—they’re won with the right strategy. 💼🔥 Michelle Weinstein shares powerful sales tactics that help accountants grow their firms. 🔗: ow.ly/CkSY50VjAWP #AccountingGrowth #SalesSuccess #FirmBuilding

Accountants, it's time to rethink how we serve our clients—and ourselves. “They’re not paying for the time in the chair… they’re paying for the brain between my ears.” We talk about it all in our new podcast episode. 🎧: podcasts.apple.com/us/podcast/deb…

Propaganda we’re NOT falling for and you shouldn’t either! •Outdated softwareHosting softwares 👨🏻‍💻 •”But it doesn’t integrate with my tax software” 💬 •Hourly billing ⌛️ •Waiting until next tax year to implement Canopy (or Practice Management) 🗂️

Day ✌🏼 at AICPA Conferences and we're loving it! It's been a pleasure connecting with new and familiar faces. Haven't stopped by? Visit us and build your own mini fig! 🧱 Made one? Send us a photo! 🤳🏽

Tech is reshaping accounting like never before! Embrace automation, boost collaboration, and stay ahead in the modern accounting game. Discover how solutions like Canopy are helping accountants level up their workflows. Check out this deep dive on transforming workflows

We want to see you ALL there!

getcanopy.com/blog/keith-jon… Keith Jones, CPA: Cutting Tax Resolution Time by 75% with Canopy

Don’t miss our upcoming webinar! 🎙️ Join Molly Gallaher Boddy, PhD, and Chloe Siebach Griffin as they break down what it takes to level up your firm’s tech stack. 📅 Reserve your spot now:🔗 lnkd.in/gc7gRTsJ

Client relationships are at the heart of successful accounting firms. 🤝 Trust. Referrals. Lasting partnerships. Discover how to build them and how tools like Canopy can help. Read more here. 👇 Great Client Management Starts with Strong Relationships