Automation: The Key to Scaling New Heights
The Unique CPA
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The Power of Canopy
Canopy scrapes email. And so it then also after it scrapes all the email out of the inbox is collectively across the entire firm. It also knows if the email is a client email because you have a client listed canopy or if it's a non-client email. That's number one, right? Which is my email to reply to but only replying to my clients. Right there probably blew a lot of people's minds.
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