Learn how to ramp up your ROI by attending Insightful Accountant’s and Canopy’s webinar on Wednesday, July 14 at 2 p.m. Eastern Time.
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Increasing productivity and making sure you’re getting the most out of your efforts is critical to the success of your firm. Unfortunately, it can be difficult to measure return on investment and know when to put more resources into a project or drop it.
That's where technology comes into play. The easiest way to maximize your return on investment and measure ROI is through the use of software technology and cloud-based programs.
Learn how to ramp up your practice management ROI by attending Insightful Accountant’s and Canopy’s webinar on Wednesday, July 14 at 2 p.m. Eastern Time.
At the event, you will be introduced to tools and apps you can use to boost ROI at your accounting firm.
If you can’t make it to the live event online, don’t worry about it! The presentation will be recorded and sent out to all registrants following the webinar.
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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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