Set a time for one of our product specialists to give you a guided tour practice.
Sit back, grab a coffee, and get your learning cap on.
Imagine having a single, powerful tool to maximize the return on investment of every aspect of your firms operations. A practice management platform is that tool, and connecting it with other key apps your firm needs makes it a real ROI machine!
When a partner or even an admin at a small firm parts ways, what often leaves with them is more than the relationships they formed. Key information on client accounts, procedures, and processes often go out the door with them. Moreover, without the proper systems in place to deal with such departures, a firm is often left with more questions than answers.
In this webinar, industry experts Shawn Flattery and Alex Roytenberg share their personal experiences managing accounting firms focused on Client Accounting and Advisory Services (CAAS).
Want to learn more about all of the awesome things we built for you during tax season? Hear from a few of our product managers about the exciting new features on the horizon.
Successful firms don't take chances with their client interactions—rather, they are methodical in their approach to client management. In this webinar, we'll learn about the client management ecosystem and the three different phases it comprises.
Tax compliance and enforcement is changing as the IRS cuts budgets and rolls out more automation. This means an increase in automated notices for your clients, and additional workload for your team. This webinar was designed to help you streamline the notice process and get your clients on track, while gaining some additional context on IRS trends.
Hear from customers who have cracked the code and have significantly boosted revenue by focusing on the modernization of their businesses. Our product team has been preparing for months to show you what they’ve been working on, and we are thrilled to share Canopy’s product roadmap with you. We’ll also hear from Jody Padar, The Radical CPA, who is featured on the Accounting Today Top 100 Influential People List—she’s literally written the book (or two) on innovation in accounting.