IMPLEMENTATION

Canopy helps you get started (and to ROI) quickly

We’d say “you’re in good hands” but that’s another company’s line. (Still true, though.) We're your change champion.

Canopy’s Award-Winning Implementation

We know you like numbers. Try these implementation numbers on for size.

3 hours

to complete our guided, DIY training

8 weeks

of hands-on help to get implemented

500+

articles for easy troubleshooting

How Canopy Helps

Leave it to us. We’ll get you up and running (or sprinting, or happily skipping, or whatever you do).

Importing

Get started with a contact-importing, practice-unclunking bang.

We’ll help you sort out your data—no matter how much—and start you on the right foot as Canopy becomes your central operating system. We’ll help evaluate your client data, add or change anything that will improve your processes, and then assist with the import of that data.

Configuration

Get your account customized and set up for success.

We’ll help you make the most of switching to Canopy by helping you translate the way you did things before Canopy into the way you’ll do things with Canopy—including setting up your workspace, team members, workflows, and client portal.

Training

Get going with all the essential Canopy deets (no one says deets, sorry).

In addition to our training sessions, we also have a robust library of guided content (loaded with tips, tricks, & best practices) as well as an extensive knowledge base where you can find articles to help guide you through anything and everything.

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4.6 stars on G2.com

“We really appreciate the support team that were assigned to us for implementation. The transition from our previous software was seamless. Their customer support has been very helpful.”

Nathan G. / Small Business

Implementation Roadmap

Canopy's implementation is a collaborative, hands-on process to help you and your firm get up to speed quickly. We guide you through deployment features including: client list import, workflow setup, invoice and billing setup. We wrap things up with firm-specific team training. Hover over the row for more in-depth information on each stage.

	WEEK 0	WEEK 1	WEEK 2	WEEK 3	WEEK 4	WEEK 5	WEEK 6	WEEK 7	WEEK 8
Schedule Kickoff Call Week 0-1 Schedule Kickoff Call OUTCOMES Your Canopy sales representative helps you determine who should go through our implementation process and schedules the kickoff call. Determine your firm’s Canopy Champion to go through implementation Schedule your kickoff call ROLES & RESPONSIBILITIES You will: Schedule the kickoff call with implementation team Assign the right people from your team to attend the implementation Canopy will: Provide login credentials before the kickoff call Client List
Kickoff Call Week 0-1 Kickoff Call OUTCOMES Kickoff call to review the implementation flow: Meet your onboarding specialist Expectations and roadmap Basics of Canopy settings Review best practices of client list import—including tags and custom fields ROLES & RESPONSIBILITIES You will: Attend kickoff call Training: Canopy Essentials 1 & 2 (30 mins) Account Settings Client Directory Documents & Files Begin exporting client list data (if applicable) Canopy will: Share resources to aid in client import process Introduce training resources Review best practices for tags and custom fields for client list import
Client List Import & File Migration Process Begins Week 1-2 Client List & File Import Process Begins OUTCOMES Start your client list import. Export your lists with the help of our guides. Export CSV of your client lists Send CSV to your Canopy specialist with any changes/additions Review file migration steps (this depends on the export target) ROLES & RESPONSIBILITIES You will: Refine the client list data set Export and provide Client List CSV’s to onboarding specialist using our provided templates Start file export Canopy will: Send secure link for safe CSV transfer Begin the client list import process (can take 5-7 business days) Train you on how to begin the file migration process using our Canopy Desktop Assistant
Consulting Meeting 1: Client List Structure Week 1-2 Consulting Meeting 1: Client List Structure OUTCOMES Review client import and, using your live data, learn how to customize list view (including saved filter views) and how to share with team members. Introduce client profile, including Communications tab, where files are stored, and how to invite clients to use the portal. ROLES & RESPONSIBILITIES You will: Canopy Fundamentals Training 3 & 4 (30 min) Client Communication Firm Collaboration Canopy will: Guide through viewing and filtering live client data Introduce client profile capabilities Demonstrate how to invite clients to the portal both in bulk and individually
Consulting Meeting 2: Streamlining Workflow Week 2-3 Consulting Meeting 2: Streamlining Workflow OUTCOMES Workflow 101: tasks, automation, task templates, organizers, and applicable dashboards. Learn how to apply templates in bulk and go through the life-cycle of a task. ROLES & RESPONSIBILITIES You will: Create a sample project in Canopy Canopy Fundamentals Training 6 (45 mins) Workflow Tasks Task Templates Canopy will: Lead Streamlining Workflow meetings and demo how to optimize task templates with automation, recurrences, etc., and how to apply templates in bulk Discuss next steps for workflow optimization
Consulting Meeting 3: Payments & Invoicing Setup Week 3-4 Consulting Meeting 3: Payments & Invoicing Setup OUTCOMES Learn how to utilize Time & Billing, including setting up invoicing and payments, how to track and apply time to invoices, and how to view/filter saved time. Learn how to create client engagements. ROLES & RESPONSIBILITIES You will: Provide information to facilitate the creation of invoices and settings Canopy Fundamentals Trainings 7 & 8 (30 min) Tracking Billable Time Invoicing Canopy will: Lead the Payments & Invoicing meeting Demonstrate where to customize invoice and billing settings Show how to create time entries, new and recurring invoices, and clear out your WIP Demonstrate how to create client engagements
Consulting Meeting 4: Review Document Management Week 5-6 Consulting Meeting 4: Review Document Management OUTCOMES Review your file migration to ensure everything is squared away. We’ll also cover what you can do with files, including e-signatures and secure links. ROLES & RESPONSIBILITIES You will: Review and check files import Canopy Fundamentals Training 5 Files eSignatures Canopy will: Lead Review Document Management meeting and guide through the files tabs on the Global Navigation bar and in a client profile Check in on file migration
Hand Off to Customer Success Week 7-8 Hand-off to Customer Success OUTCOMES Post-implementation Q/A, successful hand-off to Customer Success Manager, plus Support resources. ROLES & RESPONSIBILITIES You will: Come prepared with final questions Take our post-implementation survey Canopy will: Hold check-in/Q&A meeting to answer any final questions Introduce your point of contacts going forward after implementation is complete Initiate scheduling your Team Admin Training and provide support resources for future product questions
Team Training Week 8 Team Training OUTCOMES Get your firm trained on the basics of the Canopy Suite. ROLES & RESPONSIBILITIES You will: Work with our Customer Trainer to solidify an agenda that works for your users/firm Attend training to learn best practices using Canopy Hold team training within 60 days of the handoff call Canopy will: Provide team training

Implementation Roadmap

Canopy's Implementation is a collaborative, hands-on process to help you and your firm get up to speed quickly. We guide you through deployment features including: client list import, workflow setup, invoice and billing setup. We wrap things up with firm-specific team training. Click the icon for more in depth information on each stage.

Week 0-1

Schedule Kickoff Call

Week 0-1

Kickoff Call

Week 1-2

Client List Import & File Migration Process Begins

Week 1-2

Consulting Meeting 1:

Client List Structure

Week 2-3

Consulting Meeting 2:

Streamlining Workflow

Week 3-4

Consulting Meeting 3:

Payments & Invoicing Setup

Week 5-6

Consulting Meeting 4:

Review Document Management

Week 7-8

Hand Off to Customer Success

Week 8

Team Training

IMPLEMENTATION

Add-on services for additional costs:

• File extraction and migration for CCH and Citrix environments
• Additional virtual team training sessions
• Additional onsite training
• Custom Insights reporting creation
• Email integration walkthrough

Training & Professional Services

Industry Best Support

Our customers are at the heart of what we do. Canopy delivers award-winning customer service (2022 CCW Excellence Award, Silver Stevie Award, and Top 10 Accounting Practice Management, and multiple other awards from G2) to help you unlock the firm you’ve always wanted.

We'll help you make the transition smooth by sharing best practices and techniques for client list and files. We know the data is confidential and we've take every measure to ensure your data is imported in safely and securely.

We’re with you beyond just implementation too.

We’ve got all kinds of resources & support.

Canopy Partners

Our recommended consulting partners can help with everything—from optimizing your internal processes to running a more profitable firm to upskilling your employees, and everything in between.

Interested? Talk to your implementation specialist and/or CSM. They’d be happy to give you a list of recommended partners and make introductions to get you started.

Professional Services

We offer a convenient catalog of professional services that can be added on at any time. It's like illuminating the Bat signal up in the sky, but for the Canopy customer experience team instead of a weird costumed billionaire vigilante. Our team is on standby—whether it's when you acquire new clients, merge firms, train seasonal staff, or whatever else.

Resources & Support

24/7 Knowledge Base

Self-training video tutorials

In-app chat with our customer service experts

Email support@getcanopy.com

Call 855-558-8407 (ext #2)

Frequently Asked Questions

Can’t find the answer you are looking for? Reach out to our support team.

Your implementation specialist will be the Yoda to your Skywalker. Your sales rep will introduce and get you started on your path to harnessing the force. This will include an assessment of your needs and objectives. From there you will work together to assess your data import needs and ensure it is all imported cleanly. The next six weeks you will meet with your implementation specialist and review each of your specific tasks week by week.

Canopy aims to get you up and going in 6-8 weeks. It may go shorter or longer depending on the number of clients and files you’re importing to Canopy. Your onboarding specialist can align with you on goals and timing during your kickoff call.

Yes, this includes one firm-specific team training at the end of implementation. Additional training sessions are an extra cost. Also, your onboarding specialist will serve up training materials as you implement. Don’t worry, these only take about 30 minutes to complete!

Canopy has a File Migration tool that allows you to migrate files in bulk once they’re in a “local” environment. If you’re currently storing files in a separate file storage software instead of your server or a local drive, you’ll need to download the files first before migrating them to Canopy.

In some cases, we are able to extract the files in-house, depending on the software. For additional cost, we can also work through our third-party partners to extract files.

Yes! We provide 37 task templates to help you get started with workflow so you don’t have to start from scratch. The rest of the templates are personal preference, but your specialist can help you with best practices and recommendations.

Your implementation specialist will walk you through our Canopy Suite Essentials, which is available to you and your team members. We also have product tutorials, an educational videos series, a support library, and of course the support team!

Schedule your Canopy Demo.

IMPLEMENTATION

Canopy helps you get started (and to ROI) quickly

Canopy’s Award-Winning Implementation

3 hours

8 weeks

500+

How Canopy Helps

Importing

Configuration

Training

Implementation Roadmap

Week 0-1

Schedule Kickoff Call

Week 0-1

Kickoff Call

Week 1-2

Client List & File Import Process Begins

Week 1-2

Consulting Meeting 1: Client List Structure

Week 2-3

Consulting Meeting 2: Streamlining Workflow

Week 3-4

Consulting Meeting 3: Payments & Invoicing Setup

Week 5-6

Consulting Meeting 4: Review Document Management

Week 7-8

Hand-off to Customer Success

Week 8

Team Training

Implementation Roadmap

Week 0-1

Schedule Kickoff Call

Week 0-1

Kickoff Call

Week 1-2

Client List & File Import Process Begins

Week 1-2

Consulting Meeting 1: Client List Structure

Week 2-3

Consulting Meeting 2: Streamlining Workflow

Week 3-4

Consulting Meeting 3: Payments & Invoicing Setup

Week 5-6

Consulting Meeting 4: Review Document Management

Week 7-8

Hand-off to Customer Success

Week 8

Team Training

IMPLEMENTATION

Add-on services for additional costs:

Industry Best Support

We’re with you beyond just implementation too.

Frequently Asked Questions

Get your free demo of Canopy.

Thank you.