Our implementation process means no long learning curves, just real progress.
Leave it to us. We’ll get you up and running (or sprinting, or happily skipping, or whatever you do).
Training
In addition to training sessions, we offer a robust library of guided content (loaded with tips, tricks, & best practices). Our free Knowledge Base includes 500+ articles and 60+ videos, on demand, to help guide you through anything and everything.
Data and File Migration
Migration is for the birds, you say? Not with Canopy. We help make sure you transfer your data efficiently, accurately, and quickly.
Importing
Get started with a contact-importing, practice-unclunking bang. 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
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 (Premium Implementation Package only), and client portal.
Integrations
Of course you want to connect your existing tools to Canopy. We make it seamless, efficient, and (really) painless.
Customization
Every firm is different, so you can tailor Canopy for what you need—from actionable insights and dashboards to bespoke workflows that align with the way YOU do things.
For firms that like to jump right in, get their feet wet, and otherwise stay closely involved in their onboarding, our Standard package provides structure, training, and expert assistance, while empowering your team to own the process.
After merging with another firm, Canopy instantly onboarded 800 new clients without a hitch. It gave us confidence that we could continue scaling efficiently.”
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