Get the Most Out of Canopy: Your Setup Guide for Success
In part one of this four-part series, Liz Scott walks you through users, roles, permissions, billing rates, and task creation so you can build a scalable, profitable foundation.
Before you can automate or scale, you need the right foundation. In this kickoff to her four-part series, accounting technologist Liz Scott shares how to set your firm up for success in Canopy. You’ll learn how to define roles, assign users, set billing rates, and build repeatable task structures—giving your firm the clarity, efficiency, and profitability it needs to grow.
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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