In this episode, we take a deep dive into the world of practice management software and its evolution in enhancing client engagement. We discuss the significant developments over the years that have revolutionized how accountants work, including the move to the cloud and the increasing demand for software that offers a mobile app-like experience.

To give us a closer look at the current state of practice management software, we sit down with Bryson Webster, a leading expert in the field, and a representative from Canopy, the top cloud-based practice management tool. Bryson shares his wealth of knowledge with us, delving into how PM software has transformed into a sophisticated tool that continually adapts to the evolving needs of accountants. We also explore the exciting integration of GPT technology, which is set to transform PM software, allowing for unparalleled capabilities in automation and client engagement.

Promo: Get a free $50 Amazon gift card when you demo Canopy: https://bit.ly/3HCbaGM

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Beyond the Ledger: The Evolution of Practice Management Software 26:40 Share

The Modern Accountant Podcast

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Beyond the Ledger: The Evolution of Practice Management Software