PRACTICE MANAGEMENT ONBOARDING & SUPPORT

Training & Services

Manage change with world-class help.

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TRAINING

Your training montage starts here!

No matter how good or simple a product is, it’s still new and something to learn. Our specialists have your back.

  • Initial training & support
  • Additional training during implementation
  • Train the trainer education
  • Ad-hoc training whenever you want it
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SERVICES

Offload “less desirable” tasks

Starting with a new system comes with some unavoidable conveniences (we didn't want to call them necessary evils because it’s not that bad), like setting up emails and user settings. We’ll help offload those burdens.

  • Insights reports configuration
  • Third party file extraction (we support a long list, just ask your sales rep or CSM)
  • Client list import
  • Task template configuration
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KNOWLEDGE BASE

On-Demand Training

Sometimes it makes the most sense to do it yourself. Our comprehensive knowledge base will allow you to learn about Canopy at your own pace.

  • 500+ Knowledge Base articles 
  • 60+ training tutorials
  • Weekly live, interactive, training webinars 
  • DIY Training
  • Easy access to best practices, tips, and tricks

“We switched from Office Tools to Canopy over 2 years ago. The implementation and data transfer was almost seamless.”

Ronda B. / Canopy Customer

“I love the all-in-one aspect of Canopy. We can plan work-flow, send documents back and forth securely to our clients, create invoices and accept payment all in one place. There is also a robust training section included with Canopy as well as CE. We run our practice start to finish through Canopy. It's fantastic!”

Cindy Rose / Enrolled Agent, Innovative Tax Advisors

“Top to bottom one of the best platforms I've used to date. The environment and interface is friendly, their knowledge base makes even the least experienced person comfortable when finding answers, and the entire support team has a winning and helpful attitude. 100% recommend!”

Domingo Rodriguez / Small-Business

Ready to get started?