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.
Up Next: Automations & Templates: How to Revolutionize Your Workflows
Authors
By: Liz Scott
Liz Scott is an accounting technologist and industry educator who works with firms to simplify workflows and make systems more usable. Her focus is on helping teams move away from scattered processes and toward something more structured, while still supporting how people actually work day to day.
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