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Jun 10, 2025 60 min watch

Advancing Your Firm’s Tech Stack: Where Does Your Firm Stand and How Can You Improve?

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Advancing Your Firm’s Tech Stack: Where Does Your Firm Stand and How Can You Improve?

The modern accounting firm is undergoing a transformation—one that replaces clunky, manual processes with seamless automation and integrated cloud solutions. But how do you take your next step toward modernization, and what does the full journey really look like?


In this webinar, hosted by Rightworks and Canopy, we’ll break down the three major stages of your firm’s tech journey: from manual processes and ad hoc tech workflows to a fully automated, secure, and cloud-hosted firm. Plus, hear real-world examples of firms we’ve worked with that have made the shift and the lessons they learned along the way.


Whether you're just beginning to explore automation or looking to optimize a partially modernized practice, this session will equip you with a clear roadmap to firmwide efficiency, security, and growth.

 

What you'll learn:

  • How to identify your firm’s current stage in tech adoption and what it means for efficiency and security.

  • The common barriers to modernizing your tech stack and how to overcome them.

  • Clear steps to build a connected, cloud-based system that supports long-term growth

 

Resources:

👉 Practice Management Evaluation Tool
👉 The Practice Management Playbook
👉 Join the Rightworks Community

 
Chloe Griffin

Chloe Griffin

Senior Product Manager, Canopy

Chloe Griffin is passionate about helping accountants reclaim their time. As Senior Product Manager for Canopy’s Engagements and Workflow teams, she’s focused on making the platform a powerful ally for busy firms — with a vision of users making it home for dinner during tax season. Before joining Canopy, Chloe held product and operations roles at Lucid Software and IXL Learning, gaining a deep appreciation for building tools that serve users both inside and outside the business. Chloe is also a trail runner and the proud mom of two young kids.
Molly Boddy

Molly Boddy

Director of Product Marketing, Rightworks

Molly Gallaher Boddy helps customers adopt cloud and security solutions that enable their accounting firms and small businesses to stay protected while leveraging a fully managed approach. With nearly a decade of experience in helping companies achieve ideal cloud adoption, Molly began her career at a consulting and analyst firm, covering the private cloud landscape and has held go-to-market strategy positions in startups as well as larger tech companies. Prior to her career in technology, Molly taught at the college level and holds a Ph.D. in American history.
Derek Distin

Derek Distin

VP of Community, Rightworks

An avid learner, Derek has a deep passion for leadership coaching and process improvement. A former collegiate multi-sport athlete, he started his career in management and sales. He joined Rightworks as a client success manager before moving to service leadership.

A father of 3, he enjoys coaching his children's sports, running and tinkering with woodworking.

Key Highlights from this Webinar

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Challenges of Inconsistent System Integration in Firms
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The Real Reason Your Tools Aren't Working Together
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What Fully Optimized Firms do Differently

The modern accounting firm is undergoing a transformation—one that replaces clunky, manual processes with seamless automation and integrated cloud solutions. But how do you take your next step toward modernization, and what does the full journey really look like?


In this webinar, hosted by Rightworks and Canopy, we’ll break down the three major stages of your firm’s tech journey: from manual processes and ad hoc tech workflows to a fully automated, secure, and cloud-hosted firm. Plus, hear real-world examples of firms we’ve worked with that have made the shift and the lessons they learned along the way.


Whether you're just beginning to explore automation or looking to optimize a partially modernized practice, this session will equip you with a clear roadmap to firmwide efficiency, security, and growth.

 

What you'll learn:

  • How to identify your firm’s current stage in tech adoption and what it means for efficiency and security.

  • The common barriers to modernizing your tech stack and how to overcome them.

  • Clear steps to build a connected, cloud-based system that supports long-term growth

 

Resources:

👉 Practice Management Evaluation Tool
👉 The Practice Management Playbook
👉 Join the Rightworks Community

 
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