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How to Leverage Cloud-Based Practice Management Software with Canopy

Aug 24, 2021 by: Canopy Canopy Tax

Practice management has become an integral part of running a successful accounting firm. Through the use of modern technology, firms are able to nimbly balance the needs of clients and staff while expanding in both scope and complexity. In this course, you will:

  • Learn how firms manage clients through cloud software
  • Understand best practices around secure document management
  • Examine ways to efficiently manage workflow via software
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