Hero_Root Videos

A VIDEO SERIES

Canopy: Your Firm-Wide Operating System

Featuring Darren Root and John Mitchell

Get the Most Out of Your Firm

Join industry leaders John Mitchell and Darren Root in this exclusive video series as they discuss the evolution of accounting firm management.

 

Firm-Wide OS 1

 

Data and AI

Getting the Most out of Data & AI

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Prospect to Signed Engagement

From Prospect to Signed Engagement

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Change Management

Change Management

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Modern Client Experience

Providing a Modern Client Experience

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Data Insights

Leveraging Data Insights

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Reducing Workflow Friction

Reducing the Friction in your Firm’s Workflow

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Time and Billing

A Better Way to do
Time & Billing

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Power of CRM

Unleashing the Power
of a CRM

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2 Halves of Firm

Creating a Tech Stack for the Two Halves of your Firm

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Darren Quote Headshot

“This concept of a firm wide operating system is what Canopy does. It takes a bunch of point solutions and puts them inside of one product.”

Darren Root

Explore the Benefits of a Firm-wide Operating System

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