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.


How Canopy Helps

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


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 you evaluate your client data, add or change anything that will help you improve your processes, and then help you import that data.


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.


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.
Best Support_Summer 2022
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4.6 stars on

“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

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.

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!