Come get a closer look into Canopy's Engagements & Proposals, the first ever natively built Engagements functionality in a practice management software, and how it can help your firm decrease admin manual labor, deliver 5-star client experiences, and collect payment faster.
In this webinar you'll learn how to:
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Templatize building blocks for your engagements, streamlining the process of creating an engagement
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Utilize service items to eliminate unnecessary admin work
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Track work at your firm from a higher level, giving stakeholders the information they need most
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Collect payment details and automate recurring payments
