The all-new Engagements is here. Get ready to win more business.

What’s New

Canopy is redefining engagement management and raising the bar for the entire accounting profession with the launch of the all-new Engagements. We’ve transformed Canopy Engagements from a workable feature to a best-in-class product, enabling firms to turn new opportunities into more revenue.

Why It Matters

Engagements are more than just a document—they are a critical opportunity to showcase your firm’s brand and professionalism. With the all-new Engagements, firms that struggled to convey their value, wasted time chasing payments, and dealt with clients confused by multiple systems now have a professional, streamlined engagement management platform.

It’s another example of Canopy helping firms win more business and build stronger client relationships.

Key Features

The all-new Engagements is built natively into Canopy’s platform, so everything you need for proposal, workflow, billing, document management, and communication is in one system. It offers a modern, friendly experience with key enhancements to delight both you and your clients.

• Professional Look: Deliver sleek, professional proposals that spotlight your firm’s brand and value.
• Strong Branding: In addition to customizing your engagements with your logo and customized welcome message, you can now embed video and attach a PDF to showcase your firm's brand and value even more.
• Streamlined Setup: Move from draft to ready-to-send faster, with real-time visibility into exactly what your client will see.
• Consistent & Accurate Every Time: Ensure your proposals always reflect your current services, pricing, tasks, and terms—managed in one system and automatically updated across your templates.
• Clear Oversight: Stay on top of every engagement in one place with the new Engagements Workspace—have full visibility and control at every stage.

What’s Coming Next

The all-new Engagements is just the beginning. The foundational release sets the stage for future enhancements, including packages. Packages let you bundle your services into clear, tiered options, providing clients a choice and creating upsell opportunities for you. Check back soon for this and other exciting releases.

Where to Find It

The new look and feel, branding, streamlined setup, and more are now available via a limited free trial to Client Management Platform customers and to Client Engagement Platform customers now.

Get Started

Contact Canopy to upgrade to the Client Engagement Platform. Learn more about the all-new Engagements or review the help article.