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CANOPY | EBOOKS

 

How to Fix Email at Your Firm

Too many accounting firms are buried in email threads. As a result, client communication suffers and your team burns out from the chaos of their overwhelming email inbox. 

In this ebook, we're sharing six automation strategies to fix email at your firm and fix client communication in the process. 

 

Grab your copy of Fix Your Email, Fix Your Firm today.

 

 
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CANOPY | EBOOKS
What You'll Learn:
  • A walkthrough of why traditional email systems break under modern firm demands, and what to use instead
  • A framework for automating client intake, document collection, and reminders to reduce manual follow-ups
  • Guidance on using AI and templates to create faster, more consistent client communication
  • Strategies for sending personalized bulk messages without sacrificing clarity or professionalism
  • Tips for turning emails into actionable tasks that integrate directly into your firm’s workflow systems

 Don't just manage your firm. 
 Make it better. 

 

From proposal to payment, Canopy is the all-in-one practice management system helping accountants build the firm of their dreams.
 
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