Feeling overwhelmed about implementing practice management software at your firm? Learn from expert, Dawn Brolin, CPA, CFE in this webinar as she demonstrates how her tax and accounting practice is implementing Canopy and how she has prepared her clients and firm to use it successfully.
In this webinar you’ll learn:
• How easy it is to implement practice management software (especially with a strong partner)
• What you’ll need to prepare to be ready for a new system
• How to guide your team through a software swap
• How much you’re limiting yourself by staying with the status quo
Can’t attend live? Register and Canopy will send you a recording.
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