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The Ultimate Practice Management Checklist

September 7, 2022 @ 1:00 pm - 2:00 pm

Attend this live webinar with Dawn Brolin, CPA CFE, who chose Canopy for her own firm and is pulling back the curtain so you can learn exactly how to evaluate and implement Canopy for your firm’s needs.

In this session you’ll learn:
• How to evaluate what your firm needs from a practice management solution.
• Learn how Canopy’s QuickBooks integration and many other tools can add value
• See the step-by-step process Dawn uses to implement Canopy, including the onboarding process and real client workflows
• Takeaway actionable strategies and a complete implementation checklist

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