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Tax Day has come and gone, and we know you’ve been busy (we have the metrics to prove it). In this webinar, we’ll share how much you worked (like the more than one billion data requests Canopy facilitated). We’ll also do a deep dive into some new features meant to make your life easier and will let you in on what we have planned for the future.
This webinar will include:
Demos of 9 new software features like contacts & client groups, group billing, bulk send engagements, questionnaires, and more.
Busy season metrics
Canopy’s 2025 roadmap
Q&A
*Join live to earn 1 CPE credit
