Implementation

ROI, ASAP—with a little help from Canopy

Q: How much does Canopy Implementation cost?

Self-guided implementation costs 199 dollars. You receive a full refund when you complete six setup milestones within 60 days. Guided implementation pricing depends on your specific firm size and needs. Your Account Executive provides exact pricing during your initial consultation.

Q: Does Self-guided implementation mean I am unsupported?

Self-guided implementation ensures you have continuous access to experts. You receive a 30-day guided roadmap. You attend live office hours with a Canopy onboarding expert every week. Canopy practice management software experts help you resolve questions during every stage of your setup.

Q: What are the requirements for the Self-guided implementation refund?

Canopy practice management software issues a full refund when you complete six milestones within 60 days.

Q: How do I move my existing data into Canopy?

Guided implementation includes support from a Migration Specialist in addition to the Client Import Workbook. Self-guided Implementation customers receive a standard Client Import Workbook and can use office hours to get help with this process.

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).

Up and Running, Uninterrupted

Whether you’re on the Guided or Self-Guided plan, we prioritize getting you up and running with as little downtime as possible.

7,000+ Successful Launches

This might be your first rodeo with us, but we’re seasoned bull riders by now. You’re in good hands.

900+ Resources, Articles, and Courses

During onboarding, you get step-by-step instructions and the opportunity to speak with a Canopy implementation expert. But the support doesn’t stop there — you get permanent access to hundreds of resources to help you troubleshoot, plus ongoing live support.

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 Implementation

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
Full fee refunded through our rebate program if you complete onboarding within 60 days

“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

Support Doesn’t Stop After Implementation

Canopy University

Canopy University is your firm's self-paced learning portal, built to get new hires up to speed long after your initial onboarding ends. With video courses and role-specific training, every new team member ramps up fast.

Canopy Support

Skip the support queues and integration duct tape. Canopy gives you live, U.S.-based support, real people, real answers.

Canopy Community

The Canopy Community connects you with firm leaders who've already modernized their practice, sharing real templates, workflows, and advice you won't find in a help doc.

Frequently Asked Questions

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

What is the difference between Guided and Self-Guided implementation?

Self-Guided implementation supports firms with one to ten users. Guided implementation serves firms with more than six users. Self-Guided offers a 30-day roadmap and live office hours every week. Guided provides a dedicated Implementation Specialist and weekly live calls to guide your team through the entire process.