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How to Leverage Cloud-Based Practice Management Software with Canopy

Learning Objectives:

  • Learn how firms manage clients through cloud software
  • Understand best practices around secure document management
  • Examine ways to efficiently manage workflow via software
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Course Overview

Course Details
  • Level: Beginner
  • Cost: Free
  • Field of Study: Computer Software & Applications
  • Advanced Prep: None
  • Credit Type: CPE
  • Credit Hours: 1
Course Description

Practice management has become an integral part of running a successful accounting firm. Through the use of modern technology, firms are able to nimbly balance the needs of clients and staff while expanding in both scope and complexity.

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    Course Details