Back to Blog Home

Webinar: Learn How To Grow Your Firm Through CAAS

Join us on Tuesday, June 29th at 1 p.m. EDT (11 a.m. MDT) for a webinar that will help teach you how to leverage technology.

1 min read

Lauren Miller

Lauren Miller

Lauren Miller is a content writer for Canopy.

Did you know that Client Accounting and Advisory Services (CAAS) are set to grow by 35% between now and 2025? Now is the time to learn how savvy firms are leveraging technology to meet changing client expectations.

Please  join us on Tuesday, June 29 at 1 p.m. EDT for Canopy+Divvy’s webinar “How To Grow Your Firm Through CAAS.” In the webinar, industry experts will share personal experience on running a successful firm focused on advisory services. Other topics that will be covered include: 

        • Why is CAAS becoming such a critical piece of the accounting industry?
        • How does the pandemic and technology play a role in this growth?
        • And, most importantly, how can you implement more of a CAAS-focused approach in your own accounting firm?



Details

        • When:  Tuesday, June 29, 2021 at 1 p.m. EDT 
        • Where:  Online, you can register here 
        • Be prepared to learn about: What CAAS looks like in today’s accounting world and how to move toward a CAAS model

Recording Available

Unable to make it live? Don’t worry about it. If you register, we will send you a recording after the event for you to watch as much as you want! 

Register for "Growing Your Firm Through CAAS" Here 

 

Canopy is a one-stop-shop for all of your accounting firm's needs. Sign up free to see how our full suite of services can help you today.
Start your free trial today

Leave a comment!

Next Up

Explore more of our recent Articles, User Stories, and Ebooks.

96% of Customers Would Recommend Canopy to a Friend or Colleague.

  • Danny N.

    Canopy takes the headaches out of client management by offering a way to keep client info organized.

  • John M.

    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.

  • CHRIS T.

    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.

  • Bernadette S.

    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.

  • Mark B.

    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.

  • Antonietta C.

    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.

Read more on G2

Get your free demo of Canopy.

Submit this form, and we will be in touch soon to give you a custom demo.

Thank you.

Set a time for one of our product specialists to give you a guided tour practice.