Course Catalog
Great courses from the comfort of your home or office.
All
Certification
CPE
Beginner
Advanced
Admin
Time & Billing
Client Management
Workflow
Document Management
Onboarding
6 Steps to Less Work and More Life
Ryan Lazanis
60 mins
Advanced Client Management
50 mins
New
Advanced Invoicing and Billing Setup
50 mins
Ask Darren Root Anything
Darren Root
60 mins
Canopy University Tour
5 mins
Charting the Future of Accounting
Gail Perry
60 mins
Collaborate with Your Team
45 mins
Get Started with Canopy
12 mins
Get Your Firm Organized for 2025
Autumn Lamb
60 mins
How To Be a Communication Expert
Katie Tolin
60 mins
How to Build a Profitable Firm in 6 Steps
Sean Duncan
60 mins
Intro to Invoicing
75 mins
Manage Team Members on Canopy for Admins
15 mins
NEW
Mastering Access, Roles & License Management
12 mins
Mindfulness Practices for Busy Season
Amy Vetter
60 mins
Certification
Organize, Share & Sign Documents
45 mins
Practices For Running A Well Oiled Accounting Firm
Jason Blumer
60 mins
Sending Engagements
40 mins
Set up your Canopy Admin Account
20 mins
Certification
Streamlining Client Interactions
45 mins
Certification
Structuring Your Client Directory
30 mins
The Great Accounting Debate: Old School vs. New School
Brittany Malidore
60 mins
The Guide to 2025 Tax Season - Business Updates
Tanya Baber
60 mins
The Guide to 2025 Tax Season - Individual Updates
Tanya Baber
60 mins
Tips for Managing Capacity During Tax Season
Jason Blumer
60 mins
Certification
Tracking Tasks & Time
60 mins
Turning Connections Into Clients
Katie Thomas
60 mins
What You Need to Know: CyberSecurity Updates Part 1
Tanya Baber
100 mins
What You Need to Know: CyberSecurity Updates Part 2
Tanya Baber
100 mins
Workflow Automation & Custom Templates
50 mins