Automations & Templates: How to Revolutionize Your Workflows
In part two of this four-part series, Liz Scott walks through how to use automations and templates in Canopy to streamline workflows, reduce errors, and build a scalable, repeatable process for your firm.
Ready to save time and scale your firm? In part two of this four-part series, accounting technologist Liz Scott explores how to use automation and templates in Canopy to streamline your workflows. You’ll learn how to identify repeatable processes, build task templates, automate client emails and requests, and delegate work with confidence. From onboarding to payroll to monthly bookkeeping, this session helps you eliminate busywork and build systems your team can rely on.
Liz Scott is an accounting technologist and an Advanced Certified ProAdvisor who helps businesses leverage the best technology solutions for their needs. She is the owner of Liz Scott Training & Consulting LLC, where she provides technical training and on-demand resources for best-in-class apps and solutions in the accounting space. She is also a member of the exclusive Intuit Trainer/Writer Network and the co-host of the QB Appy Hour with Liz and Heather, a fun and informative webinar series that showcases the latest technology trends and best practices. Liz has been recognized as the Insightful Accountant Top Educator/ Trainer/ Writer ProAdvisor for her contributions to
the accounting community. You can connect with Liz on Facebook, Twitter, and
LinkedIn.
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