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New in Canopy: Bulk Engagements & Engagement Letter Introductions
Apr 1, 2025

New in Canopy: Bulk Engagements & Engagement Letter Introductions

Save time and elevate your client experience with Canopy’s new bulk engagement, engagement letter introductions, and engagement preview features—part of our ongoing commitment to improving client engagement for accounting firms.

Mart Withers
Mart Withers

What’s New

Enhance your client engagement and save time with new Client Engagement Platform capabilities. Now, you can efficiently send bulk engagement letters and add compelling introductions to showcase your firm’s unique value.

 

Why it Matters

  • Bulk Engagements: Your firm often needs to send the same proposal to a variety of clients or send a series of drafted proposals to the respective clients. Now you can bulk-send these proposals, saving you time.
  • Engagement Introductions: Instead of starting your engagement letters with pricing and services, add a description to highlight and differentiate your value
  • Engagement Preview: You can now preview an engagement letter to see how it looks before sending it to your client(s). Ta-da!

 

Where to Find Them

All of these new capabilities are now available to Client Engagement Platform customers.

Interested in upgrading to the Client Engagement Platform? Contact us.

 

 

Get Started

Explore our Knowledge Base to learn more about this product release:

 

Tags: Canopy Updates Practice Management

Authors

Mart Withers

By: Mart Withers

With over 25 years of marketing and business experience, Mart has launched and revitalized hundreds of products and services in North America, Europe, and Asia-Pacific. Over the last decade, Mart has launched two new businesses, introduced several businesses to emerging and underserved SaaS markets, uncovered automation trends to maximize organizational performance, and tapped data to discover new business opportunities. He particularly enjoys uncovering why people do what they do, especially when it comes to the products they love. He's worked in large multinational companies, startups, and everything in between. He thoroughly enjoys product storytelling and messaging, uncovering buyers’ journeys, driving go-to-market strategy, and empowering consultative salespeople. He graduated from Brigham Young University in Marketing. He has master certificates in Project Management from George Washington University and Product Marketing from Pragmatic Marketing Institute. With two and a half decades of experience, he specializes in helping organizations drive their product, marketing, and sales results. On a personal note, he also enjoys playing pickleball and tennis, wakeboarding and wakesuring, and exploring the mountains of Utah.

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