Content Provider
Canopylogo

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OFFICETOOLS: DMS METHODS
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RESULTSCRM: CREATING AND USING "ADVANCED/NAMED SEARCHES"
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OFFICETOOLS: ASK US ANYTHING
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Practice management canopy

MODERNIZING YOUR PRACTICE MANAGEMENT WITH CANOPY SOFTWARE

Available Date(s)
Monday, November 26, 2018: 12:00PM EST
Wednesday, December 12, 2018: 12:00PM EST
Thursday, December 27, 2018: 12:00PM EST

Cost Free   CPE Credits 1.0 hour   Subject Area Computer Software and Applications  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? Bookkeeper
CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Other 
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.

Linkedin

Caleb Riddle

Canopy
Director

(855) 616-7305

Canopylogo

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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.