As firms seek to improve client experience and streamline internal operations, many are forced to cobble together multiple apps and processes for document collection, data entry, task management, and ...
Accounting practice management software provider Canopy announced the availability of its new Smart Intake solution, to automate client intake and onboarding, fully embedded in Canopy's platform. The ...
LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, today shared results from its survey on what clients appreciate and would like ...
DRAPER, Utah--(BUSINESS WIRE)--A new study commissioned by Canopy, the leading cloud-based practice management platform for accounting professionals, found that accounting practitioners’ clients are ...
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