blog why-you-need-client-experience-processes-canopy 
Ryan Lazanis
SEPTEMBER 6, 2023
Navigating the ever-evolving landscape of accounting requires efficient client management, and that’s where client portals come in. In this article, I present a curated list of the top 12 client portals available in the market today. Table of Contents What are Client Portals for Accountants?
Ryan Lazanis
APRIL 13, 2022
In this article, you’re going to learn about what an accounting workflow is, the purpose your workflows serve in your firm with 9 key workflows that you can optimize in your accounting firms. Your organization has a variety of critical tasks that need to be completed on an ongoing basis. why do we do that?”). Client Onboarding.
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