Quick question for practice owners/managers out there! Until this year, I have always been able to manage workflow/my returns using spreadsheets and my brain :), but we have grown enough to warrant purchasing Canopy practice management and certainly beyond the ability to keep all the plates in the air as a sole practitioner.
Does anyone have any advice/tips/tutorials (I can’t seem to find any), on how to really systematize projects and returns in Canopy to create a routine and dependable workflow? I am trying to avoid letting anything ‘fall through the cracks’ as well as avoid an overloaded week before a given tax deadline…
I am not using Canopy as efficiently or as fully as possible for these goals.
Appreciate any thoughts and/or resources!