‘Tis the Season to Fix Your Tech Stack: Gear Up Now for a Smoother 2027
There’s a window every fall when firm owners can actually think. Extensions are filed, January hasn’t arrived, and for about ten weeks you have enough bandwidth to look hard at the software you’re running on—plus enough runway to do something about it. The tools on your screen right now are the tools you’ll carry into filing season, unless you make a change in the next nine weeks.
Jason Staats has talked to more firm owners about their tech stacks than almost anyone. He joins Canopy to walk through how he evaluates software solutions for today’s accounting firms, including: which tools are quietly costing more than they return, how to judge what’s worth replacing, and how to plan a transition so it lands before your busiest months instead of during them.
“Your practice management software is the most important tool that you pick in your firm. Canopy is a tool I’d put in that category because at the core of your tech stack needs to be a system that does as many jobs as possible.” —Jason Staats
Learning Objectives
By the end of this course, participants will be able to:
- Assess each tool in the firm's current stack against usage, integration depth, and total cost
- Apply a decision framework to determine whether to keep, replace, or consolidate a given tool
- Prioritize the software changes a firm can realistically implement before filing season
NASBA sponsor page: Canopy
Recommended CPE credit: 1.0 CPE Credit
Recommended field of study: Business Management & Organization
Program knowledge level: Basic
Prerequisites required: None
Advanced preparation required: None
Delivery method: Group
Attendance requirement: To receive full CPE credit, participants must attend the live broadcast for a minimum of 50 minutes and respond to at least 3 polling questions launched during the session.
Refund policy: Due to this program being offered free of charge, there will be no refunds issued.
Complaint resolution policy: Email us at angie.lucas@canopytax.com
Official registry statement: Canopy is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Texas State Board statement: We are registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the board as to the quality of our CPE program.
Meet our speakers
Jason Staats
Founder, Realize
Luke Frye, CPA
Accountant in Residence, Canopy
Ready to get started?
Your future self will thank you.