Practitioners with permission can create engagement templates and then use them to quickly and repeatedly create new engagements for any clients. Like any engagement, a template contains services, pricing, acceptance tasks, terms, and more.
Why it matters:
- Accelerates and streamlines firm engagements.
- Improves scalability for all firms, especially larger ones with many new engagements each season.
Where to find it:
The Engagement Templates are now available to firms using Canopy’s Client Engagement Platform.
Get started:
Contact Canopy to learn more. Learn more about Templates or the Client Engagements Platform.