Black-Full-Logo 1
CANOPY | EBOOKS
Client Intake Shouldn’t Slow Your Firm Down... 

 

Yet, missing documents, endless follow-ups, and manual prep still get in the way.

This playbook gives your team everything they need to roll out Smart Intake with confidence. You'll learn how to configure key features, train your staff, communicate changes to clients, and track success along the way.

Grab your copy now!
Group 100
CANOPY | EBOOKS
What You'll Learn:
  • How to train your team on Canopy's new Smart Intake features
  • How to customize intake flows for your firm's services
  • How to roll out the features with minimal disruption
  • How to drive adoption with your staff and clients

 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.
 
G2

4.6 stars on G2.com

45 stars
Capterra

4.5 stars on capterra.com

45 stars
getapp-icon-1

4.5 stars on getapp.com

45 stars

Get a Canopy Demo