Canopy Summit is tomorrow, Thursday, November 12th.

If your day is spent jumping between five different systems, chasing people for updates, or digging through inboxes for client files, take an afternoon to get some relief from the clutter.

Three firm leaders are joining us to share how they keep everything tied to the client in one place and keep their teams on the same page:

• Heidi Gouger — COO at MillerMusmar CPAs

• Shalen Patel — Founder at J&S Accounting Solutions

• Lesley Smith — VP of Operations at Rhodes, Young, Black & Duncan, CPAs

Plus:

• John Garrett (author of What's Your "And"?)

• Davis Bell (CEO) & Hanna Bjornn (VP of Product) sharing what Canopy is shipping next—including AI that actually works inside your firm's workflow instead of sitting in another disconnected browser tab

• 3 free CPE credits

No buzzwords or complex overhauls—just practical ways to see where work stands and make running your firm easier.