The SafeSend Suite offers a straightforward, easy-to-use interface your clients will love for both individual and business returns. While offering multiple API integration options for a seamless, paperless, transition. Clients and staff can gather source documents, collect digital organizers, assemble, and deliver completed tax returns, collect e-signatures, send reminders, accept tax prep fees, and more all within the SafeSend Suite.
It used to be all an accountant needed was a calculator, clients, and work ethic. Now you need tools for client and document management, workflow, payments, time & billing. Preferably all in the same integrated system. From proposal to payment, see how Canopy can help you build the firm of your dreams.
Work smarter, not harder. Today, that saying is as true for the CPA firm or tax office that embeds intelligence into every aspect of their operations through technology as it was for the first caveperson to use a wheel and pulley system.
For those who are still unemployed, 44% said they would return to their former employer, however only 27% who have secured a new job would return to their former employer.
Gain valuable perspectives on the importance of expanding service offerings, leveraging year-round passive income, and overcoming apprehensions about offering financial planning guidance.
Every year, Accounting Today highlights a number of firms for how they integrate technology into their practices; in this webinar, three of the 2023 firms share their insights into how best to make the most of the many technological revolutions that are occurring in accounting.