Hosted By:
-
Hanna Bjornn, VP of Product, Canopy
- KC Brothers, Director of Product Marketing, Canopy
Tax Day has come and gone, and we know you’ve been busy (we have the metrics to prove it). In this webinar, we share how much you worked (like the more than one billion data requests Canopy facilitated). We also do a deep dive into some new features meant to make your life easier and will let you in on what we have planned for the future.
Here's what you can expect:
- Demos of 9 new software features like contacts & client groups, group billing, bulk send engagements, questionnaires, and more.
- Busy season metrics
- Canopy’s 2025 roadmap
- Q&A
Resources:
👉 Webinar slide deck & Roadmap
Bulk Invoicing Demo
Time & Billing Demo
Questionnaires Demo
Tasks Demo
Engagements Demo
