ENGAGEMENT LETTERS & PROPOSALS FOR ACCOUNTANTS
Engagements & Proposals
Built right into our AI-infused Practice Management. Not bolted on.
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Auto-launch workflows the moment a proposal is signed with no manual setup or task creation
“Easy to use, intuitive and accessible. Canopy checks all the must have boxes for managing workflow, teams, client communication, documentation and collaboration. I LOVE LOVE LOVE the automation capabilities.”Melissa L., Owner
Turn new opportunities into (even) more firm revenue.
It’s time to look at engagement letters and proposals differently.
Increase Firm Revenue
Set clear pricing and terms up front so every out-of-scope request becomes a new opportunity to boost revenue. When clients ask for extra work, you can confidently point back to the agreement and issue a new engagement.
Delight Your Clients
The proposal isn’t just a document—it’s the first impression you make. Send securely to prospects and clients. Did we mention, it’s already in our well-loved (and used) client portal?
Work Smarter
There’s smart work and there’s busy work. Remove the busy work of project kickoff and automate it. Workflow gets triggered the moment a client signs the engagement. No more lag time due to… busy work.
ENGAGEMENT PACKAGES
Clients Choose. Canopy Automates.
With Canopy’s engagement packages, you can offer structured, tiered service options–like Basic, Standard, or Premium–without extra setup or admin. Each package connects directly to tasks, billing, and workflows so since a client chooses, your team can get to work.
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Offer three-tier proposals tied to pricing, scope, and service levels
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Automatically trigger the right tasks when a package is accepted
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Use templates to standardize services and scale repeatably
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Collect signatures fast with built-in eSign and smart field placement
“Tiered packages allow you to build profit margins into each tier, so every new client translates to real profit instead of just more hours worked. Instead of tying your income to your input, you’re tying it to the outcome—your expertise.”
COMMUNICATE TERMS CLEARLY
Eliminate Scope Creep
We’re here to help you stick to your true role: trusted advisor guiding clients to financial success. Let Canopy take on the reminders, automated payment collection, and the communication of boundaries (more formally known as t’s and c’s). That way, you and the client are on the same page. Any “out of scope” requests can point back to the terms and require a new engagement.
TEMPLATIZE ENGAGEMENT LETTERS
Streamline Your Work
Building proposals from scratch every time is a surefire way to slow down your workflow. With Canopy, you can create proposals once, standardizing everything—services, tasks to be done, pricing, and terms—and then reuse them over and over again. It’s easier than ever to de-silo engagements—anyone on your team can send—while maintaining uniformity across the firm.
BRANDED PROPOSALS
Tell Your Story
The proposal isn’t just a document. It’s your firm’s first impression. Now you can deliver a branded client experience so delightful, it almost signs itself. With customizable welcome messages, embedded videos, and PDF attachments, you can craft a polished client experience that builds trust (and your brand) from your very first interaction.
BUILT IN, NOT BOLTED ON
Automate Workflows
You’ve already put in the work to outline your proposal. The moment it’s accepted, you’re off to the races, with Canopy automatically assigning tasks to your team and requesting client information. That’s because Canopy’s Engagements are built in, not bolted on with an integration. You can rely on Canopy to automate project kickoffs so you can focus on the client outcome.
Ready to get started?
Frequently Asked Questions
Can’t find the answer you are looking for? Reach out to our support team.
Canopy Engagements help accounting firms streamline proposal creation, standardize pricing, and automate client onboarding. The main benefits include:
- Faster proposal turnaround with reusable, branded templates
- Clearer scope and pricing using customizable engagement packages
- Built-in eSignatures for fast, secure agreement collection
- Automatic task generation linked to accepted engagements
- Bulk engagement sending for seasonal or batch client onboarding
- Reduced scope creep and better team alignment on deliverables
By connecting proposals to workflows, billing, and eSign, Canopy Engagements reduce admin time and increase firm profitability.