Canopy Tax

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Guide
Transform Your Accounting Practice with Client-Centric Strategies
Wednesday, September 25, 2024 Canopy Tax Client demands are higher than ever. Consumers are expecting an Amazon-like experience everywhere - even from their accountants. If your firm doesn't deliver, you risk losing clients (and revenue) to more modern competitors.
eBook
Transform Your Accounting Practice with AI Insights
Tuesday, September 10, 2024 Canopy Tax Dive into how AI is revolutionizing efficiency, enhancing data security, and enabling strategic decision-making for accountants.
Guide
Transform Your Firm's Efficiency with Canopy
Monday, August 19, 2024 Canopy Tax We get it - you've been using Practice CS since the beginning of time. But, it's time to bring your firm out of clunky legacy software and into the 21st century.
Guide
Build Your Ideal Accounting Team Today!
Friday, August 16, 2024 Canopy Tax Experience isn't everything. Discover the secrets to building the perfect team for your accounting firm with insights from Jason Blumer, CPA, CEO and Founder of Blumer CPAs.
eBook
4 Ways to Create a Top-Tier Client Experience
Tuesday, February 27, 2024 Canopy Tax Providing an excellent client experience not only improves your relationships, but creates longer-term and more profitable clients overall. And that's just good business.
eBook
How to Fix the Business of Your Firm
Wednesday, January 17, 2024 Canopy Tax Growing your tax and accounting practice means you need to lean into wise principles that are key to running your business well.
Guide
The Blueprint of a Future-Focused Firm
Thursday, January 4, 2024 Canopy Tax Ready to future-proof your tax and accounting firm? Learn how to build a rock-solid practice that's as proactive as it is profitable by focusing on these 6 key areas of your firm's operations.
Guide
Where Firms Go Wrong with Practice Management Software
Thursday, December 7, 2023 Canopy Tax Is there something holding your firm back? Or maybe it's a lot of things. Get the tools you need with practice management software.
Guide
Nine Ways to Master Email at Your Firm
Monday, April 3, 2023 Canopy Tax Managing email communication is tricky. So how do you fix it? The short answer: Decrease your use of and dependency on email. Provide colleagues and clients with more effective modes of communication. Download this free guide to learn how.

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