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Why a Client Management Strategy is a Must

Erin G
Erin G Posts: 20 admin

Check out Canopy Product Manager, Jason Schow, and Jason Blumer's recent Accounting Today article that gives a high-level strategy overview and why this is an essential, stand-apart, high-value touchpoint for you and your firm.

https://www.accountingtoday.com/opinion/better-client-management-strategies-for-accounting-firms

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