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Canopy is a full-suite practice management software for accounting firms offering client management, document management, workflow, and time and billing solutions in one secure, cloud-based platform. Watch Canopy's Mike Salmon, demonstrate how you can:
- Streamline your firm by keeping your team organized
- Increase your ROI
- Create a connected client experience through a custom-branded portal where they’ll have access to everything relevant to their case
Thinking about investing in Practice Management Software? Download this eBook:
From providing information on the type of functionality you’ll need to best practices for keeping client data safe, this guide covers a wide scope of things to think about when diving into the world of accounting practice management software.