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ENGAGE 2020


ENG20TD06 - TECH Demo: How to Streamline Your Accounting Firm - presented by Canopy Tax


Jul 22, 2020 3:50pm ‐ Jul 22, 2020 4:15pm

Description

Managing an accounting firm requires keeping everyone on the same page. You need software that will empower you, your team, and your clients to easily work together at every step. Canopy's accounting tools are a cloud based fully loaded solution that allows you to manage your clients and team from anywhere.

Canopy enables you to streamline your firm with tools to keep your team organized and help you connect with your clients through the use of our robust platform. In this presentation you will learn about:

  • CRM
  • Document management
  • Workflow and process management
  • Time and billing
  • Payments processing

Speaker(s):

Category: Tech Demo (Online)

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