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.
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.