Moderated By:
Speakers:
Chloe Griffin: Senior Product Manager, Canopy
Molly Gallaher Boddy: Director of Product Marketing, Rightworks
The modern accounting firm is undergoing a transformation—one that replaces clunky, manual processes with seamless automation and integrated cloud solutions. But how do you take your next step toward modernization, and what does the full journey really look like?
In this webinar, hosted by Rightworks and Canopy, we’ll break down the three major stages of your firm’s tech journey: from manual processes and ad hoc tech workflows to a fully automated, secure, and cloud-hosted firm. Plus, hear real-world examples of firms we’ve worked with that have made the shift and the lessons they learned along the way.
Whether you’re just beginning to explore automation or looking to optimize a partially modernized practice, this session will equip you with a clear roadmap to firmwide efficiency, security, and growth.
What you’ll learn:
How to identify your firm’s current stage in tech adoption and what it means for efficiency and security.
The common barriers to modernizing your tech stack and how to overcome them.
Clear steps to build a connected, cloud-based system that supports long-term growth.
*Join live for 1 CPE credit!
