Jason On Firms Podcast cover image

560 TIME Management Advice for Accounting Firms

Jason On Firms Podcast

00:00

Onboarding and app-first client training

Attendees share Canopy onboarding fixes: phone app setup, onboarding specialists, and 30/60/90 automated tasks.

Play episode from 25:12
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app