Learn how to leverage cloud-based practice management software and earn one free CPE credit by attending our upcoming webinar.
1 min read
Practice management has become an integral part of running a successful accounting firm. Through the use of modern technology, firms are able to nimbly balance the needs of clients and staff while expanding in both scope and complexity. If you are interested in learning how to leverage cloud-based practice management software at your firm, then you'll want to make sure you attend our upcoming webinar — you'll earn a free CPE credit by attending live!
When? Tuesday, August 24, 2021 at 1 p.m. EDT
What? A free webinar with 1 credit of CPE that will teach you best practices about how to utilize cloud-based practice management software to manage your firm.
Where? Online. Click here to register. You must attend live to get your CPE credit.
In this webinar you will:
• Learn how firms manage clients through cloud software
• Understand best practices around secure document management
• Examine ways to efficiently manage workflow utilizing software
Register to attend the webinar.
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Lauren Miller is a content writer for Canopy.
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Canopy takes the headaches out of client management by offering a way to keep client info organized.
I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.
This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients.
The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.
Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Absolutely can't imagine not having this software.
It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The task feature keeps us organized and we know exactly the status of each client.
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