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.
Up Next: Client Engagements: How to Package, Automate, and Deliver Services at Scale
