We know you like numbers. Try these implementation numbers on for size.
to complete our guided, DIY training
of hands-on help to get implemented
articles for easy troubleshooting
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.
Get your account customized and set up for success.
Get going with all the essential Canopy deets (no one says deets, sorry).
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.”
• File extraction and migration for CCH and Citrix environments
• Additional virtual team training sessions
• Additional onsite training
• Custom Insights reporting creation
• Email integration walkthrough
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.
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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!