Web Seminar

From 14 tools to 4: Why Modern Firms Are Switching to Canopy

Tuesday, July 15, 2025 2:00 p.m. ET / 11:00 a.m. PT 60 Minutes

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Is your firm running as smoothly as it could be? Or are clunky, disconnected systems slowing your team down?

In this session, Lera Kooper walks through how her firm used Canopy to unclunk their operations, going from 14 tools down to just 4. You'll get a behind-the-scenes look at what it really takes to simplify and streamline your firm.

You'll learn:

How a modern practice management system can drive efficiency across your team
What it means to unclunk your firm, and why it's critical for long-term success
Firsthand insights from a Canopy customer on creating smoother workflows and a better client experience

CPE Credit Information
Subject Area: Technology
Course Level: Overview
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None

Practice management

Speakers

KC Brothers

Director of Product Marketing
Canopy
(Speaker)
Lera Kooper

Owner & COO
Accountability Services
(Speaker)
Dan Hood

Editor-in-Chief
Accounting Today
(Moderator)

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NASBA CPE Credit is being offered for this webinar.**

SourceMedia Inc. d/b/a Arizent is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

** In order to qualify to receive the CPE credits, you will need to attend and stay on the live web seminar for its duration, which is about 60 minutes. This seminar is not approved for IRS CPE Credit.