Unclunk Your Firm with Canopy's Practice Management Software

Partner Insights from
Unclunk your firm with full suite practice management software. From proposal to payment (and everything in between) see how Canopy can help you build the firm of your dreams.

In this demo, Michael Salmon, Sales Director, Canopy, provides a quick overview of how Canopy Practice management software lets you do more with less software. He then focuses on two new features developed this past year. See how:
  • Canopy's Engagement Tool enables you to manage all interactions and touch points with clients, keep information secure and easily accessible, and simplify the process for clients to interact with you — all directly within Canopy.
  • Insights Accounting Intelligence Software: See how you can keep a finger on the pulse of your practice with data-driven decisions.



>>Download this complimentary eBook:
Where Forms go Wrong with Practice Management Software

This guide explains what exactly practice management software is and how it accelerates success for today's accounting firms.