Implementation

ROI, ASAP—with a little help from Canopy

Q: How long until I'm fully implemented with my Canopy account?

Your onboarding specialist will align with you on goals and timing during your kickoff call.

Q: Does Canopy provide templates to get me started?

Yes! We provide 150 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.

We don't just hand you software and wish you luck. Our implementation process gets you up and running with fewer headaches and faster time to value.

See how Canopy makes implementation minimally interruptive (maybe even easy).

Canopy’s Award-Winning Implementation

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

6,400+

Successful implementations

940+

articles and courses for easy troubleshooting

750+

Community users with 100% score for “positive content helpfulness”

What you can expect from us

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

Data and File Migration

Migration is for the birds, you say? Not with Canopy. WE help you transfer your data efficiently, accurately and quickly, from client contact info to files and WIP entries.

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.

Training

Live training available, plus on-demand access to articles and videos in the Knowledge Base.

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’ll make the transition seamless, efficient, and (really) painless.

**Implementation, Built Around Your Firm**

We know every firm works a little differently. That’s why Canopy offers two implementation packages—Guided & Self-Guided—designed to fit your team. Both include expert guidance and proven tools to help you get started smoothly—and see success faster.

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

Two Ways to Go Live with Canopy

Every firm is different. Pick the implementation option that fits yours.

Guided Implementation

A dedicated implementation specialist learns your firm and guides you through building it in Canopy
Canopy team scopes and validates all client records and files
Every team member trained and ready on day one
Timeline built around your firm, scoped and agreed on together

Self Guided

Guided onboarding emails get you up and running in 30 days
4 hours of weekly live office hours in the first 60 days
For firms with 1-10 users on any Canopy package
Rebate program available

“After merging with another firm, Canopy instantly onboarded 800 new clients without a hitch. It gave us confidence that we could continue scaling efficiently.”

Lera Kooper / Accountability Services

“Before Canopy we had several different programs to accomplish firm management, client management, and file management. Now with Canopy it is all within one program. The implementation was easy with the assistance of Canopy's team to help with the migration of data, user, and task setup. I use the program daily and have it open all day.”

James S., CPA / G2 Reviewer

“[Canopy] has everything you want. Easy to use, implementation was a breeze. Support has been good. Wait times have almost always been low. They accept feedback and are quick to implement. New features are meaningful and it's allowed me to consolidate a number of vendors into one.”

Stephen H. / G2 Reviewer

Frequently Asked Questions

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

What is included with Canopy's implementation?

Canopy Implementation includes a dedicated onboarding specialist, data migration support, integration setup, customized training, and ongoing support. Your implementation specialist will work with you to assess your needs and objectives, meeting with you regularly throughout implementation to review your progress and ensure a smooth transition.

How long until I'm fully implemented with my Canopy account?

What training will be provided during my Canopy implementation period?

Yes, this includes access to one firm-specific team training webinar upon the completion of implementation. Depending on firm size, one 60-minute 1:1 team training may also be included post-implementation. Additional training sessions would be an extra cost. Your implementation specialist will also serve up training materials along the way; don’t worry, these only take about 30 minutes to complete!

How do I migrate my files from my previous software into Canopy?

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 and we can also work through our third-party partners to extract files. Both are at an additional cost, and both are dependent on the software you are extracting from.