It looks like you're new here. If you want to get involved, click one of these buttons!
A lot of other competitors (Thompson Reuters, Intuit, CCH, etc) have some boiler plate advisory service templates, such as cash flow management, budgets, forecasting tools, KPI (Key Performance Indicator) tools, etc. that are available for CPA's to use as a tool to help assist our clients. Would this be something Canopy can look into providing?