Build your firm-wide operating system to work as you need it.
What we mean when we call Canopy “all-in-one”.
Build your practice management platform to work as you need it
If it has to do with accounting, practice management, or Canopy, it's here.
All-in-one practice management that unlocks the firm you've always wanted.
Panelists: Gail Perry, Editor, CPA Practice Advisor Roger Knecht, PB, PGE, VB, President, Universal Accounting Kyle Whittle, Director of Customer...
The Golden AGE (Average, Good, Excellent) Model for Talent Management - Growing your firm is not a linear process. In fact, in order to succeed over...
Speaker: Sean Duncan
In this episode, the conversation between John Mitchell and Darren Root discusses leveraging Canopy, to enhance brand engagement and team efficiency from prospect to engagement.
This discussion highlights the importance of tracking time and billing in firms, emphasizing the need for efficiency and insights into project costs. They highlight the shift...
John Mitchell and Darren Root discuss the importance of reducing friction in workflow within firms. They highlight the concept of friction and its impact on client experience and...
The discussion between John Mitchell and Darren Root emphasizes the importance of organizing data within firms to leverage AI effectively. They highlight the significance of a...
John and Darren discuss leveraging data insights to empower firms. They emphasize the importance of capturing and utilizing various types of data to enhance client services and...
In this episode, the discussion revolves around the significance of customer relationship management (CRM) in firms, highlighting how it centralizes customer interactions and...
In this episode, the conversation between John Mitchell and Darren Root revolves around the importance of a modern client experience in accounting firms. They discuss the impact...
In this episode, John Mitchell and Darren Root discuss the importance of creating a tech stack for accounting firms, focusing on the two halves of a firm - production and the firm...
In this episode, John Mitchell and Darren Root discuss the evolution of firm management in this video series as Darren reflects on his journey of using various practice management...
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