Download Your Practice Management Connected Tech Stack Blueprint — The Key to Maximizing Practice Management ROI


In its own right, a practice management platform should be a powerful tool to maximize return on investment (ROI) in every aspect of your firm’s operations by creating efficiencies in your workflow and day-to-day operations, improving employee productivity, and helping your firm to deliver exceptional service while creating an ideal client experience. 

To truly maximize the financial and operational benefits of any practice management solution, however, it’s critical that the platform you choose can serve as the hub of a seamlessly connected tech stack. It is only through the integration of other key applications with your practice management platform that you will be able to maximize both their individual and collective benefits for your firm.

Download Canopy’s Practice Management Connected Tech Stack Blueprint for an actionable guide to leveraging this strategy for your firm.

The power of integration is easy to see with QuickBooks Online® + Canopy

Here’s the perfect example of how your firm can leverage a connected tech stack model to increase the ROI of both your practice management solution and an accounting application like QuickBooks Online®(QBO). Canopy enables users to sync contacts, service items, and invoices between its platform and  QBO. This integration eliminates the need for users to manually input their information on each application. Your clients’ payments and deposits will also sync between each application to create a quick and simple bank reconciliation process with QBO.

Which other applications should be included as part of your connected practice management tech stack?

The answer to this question is exactly what we’ll be covering on July 14 at 2 p.m. Eastern Time in the Build The Ultimate ROI Machine for Your Accounting Firm with a Connected Practice Management Tech Stack webinar. You can register here.

When you attend, you’ll take away an actionable plan and step-by-step blueprint for creating a practice management infrastructure that serves as a hub for creating continued growth and ROI opportunities through integrations with QBO and other apps including :

  • Zapier
  • Calendly
  • Zoom
  • Google Sheets
  • MailChimp
  • Slack

Setting goals is the first step in maximizing the ROI of your practice management tech stack.

The first step in creating a connected practice management tech stack, is of course, determining the goals your firm is trying to achieve through the process. Consider some of the following positive outcomes your firm may aspire to:

Improve your practice performance with real-time information. By having the right practice management platform as the hub of your tech stack, you’ll be able to base your strategic decisions affecting workflow, staffing and client service on more accurate data.

Achieving higher levels of workflow efficiency and productivity. A comprehensive practice management solution like Canopy, when integrated with the other key apps your firm uses including, QuickBooks Online, will allow you to optimize the efficiency of your workflow while also measuring your staff’s productivity and current workload capacity so you can plan for existing needs and new engagements.

New service opportunities. Having a truly connected practice management tech stack will provide a centralized system that allows you to comprehensively track, analyze and report on your service delivery plus identify new ways to expand existing client relationships with new service opportunities.  

Client satisfaction and retention. With the integration of client communication tools such as email extending the capabilities of your practice management tech stack, you’ll be able to leverage a digital system for capturing key metrics about your firm’s client journey from your onboarding process through each service and communication touchpoint to ensure you have a  success.

Employee engagement. Providing your employees with the right tools to get their work done effectively and efficiently goes a long way toward increasing their engagement and retaining top talent. A cloud-based practice management connected tech stack will also give your team remote access to a full complement of resources to get their work done easily at any time, from anywhere.

As you can see, there are many performance-based benefits that your firm can achieve by implementing a connected practice management tech stack model. The good news is that doing it is actually easier than you might immediately think—all it takes is the right practice management platform to serve as a hub for integrating the other applications that can help your firm maximize its ROI in both the investment of time and money you place in creating a connected tech stack as well as the resources needed to support the expanded capabilities it enables.

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