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Practice management canopy

MODERNIZING YOUR PRACTICE MANAGEMENT WITH CANOPY SOFTWARE

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 11, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Whether small or large, each practice has a need to refine processes to keep up in an increasingly competitive marketplace. This course will examine how using software can leverage time and resources for optimizing practice management. Enhancing communication, eliminating redundant steps, and modernizing your practice in the cloud are all possible through the Canopy software platform.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Caleb Riddle

Canopy
Director

(855) 616-7305

Canopylogo

About Our Presenter

Canopylogo
Canopy is a simple yet robust tax resolution and practice management software. It introduces online client surveys for auto-population of IRS forms, smart tax analytics, a dynamic client portal, and more. Try out a modern, seamless workflow built specifically for tax professionals at canopytax.com.