Stop by Canopy’s booth #29 and say hi! At our booth, you’ll have the chance to get some cool accounting-themed playing cards.
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The final countdown is on! Next week is the historic AccountingWEB Live Summit and Canopy is proud to be a sponsor of this event in San Diego, CA. Will you be there? It’s an event you don’t want to miss. The summit starts on May 9 and you can still register here. There will be a lot of opportunities to learn something new, including two events where two Canopy leaders will be sharing their expertise.
Listen to Canopy’s very own Michael Salmon break down exactly what practice management really is and how a cloud-based solution can simplify your accounting firm’s processes. Check it out on May 10 at 8 a.m. in Theater 2.
After you learn all about practice management software, stop by Theater 3 at 2:35 p.m. to hear Canopy’s Chief Product Officer Larry Furr on an expert panel talking all about automation. He’ll be speaking alongside Nayo Carter-Gray from 1st Step Accounting; Rachel Fisch from High Rock Accounting; Michelle Vilms from Vilms Consulting, LLC; Blake Oliver from Earmark; and Marianne Fisher from Avalara.
The panel will discuss tech trends impacting automation, best practices for automation and what not to do when you implement automation technology into your accounting firm. One CPE credit is available for attending.
Stop by Canopy’s booth #29 and say hi! At our booth, you’ll have the chance to get some cool pop culture accountant playing cards. Check out how awesome they are:
We hope to see you there! Looking for more trade shows? Check out this list of the top accounting trade shows this year. Let us know in the comments below what trade shows you plan to attend in 2022.
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Lauren Miller is a content writer for Canopy.
1 min read
Lauren Miller is a content writer for Canopy.
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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