Our support team is your go-to for quick solutions and general inquiries (think: troubleshooting, account access, billing questions, and more). No robots or offshore call centers, just a full-time, in-house, award-winning team ready and eager to help whenever you need it.
Customer Satisfaction Score
First response time via chat
First response time via phone
Canopy’s onboarding team works side-by-side with your team to get you started. From data imports and workspace setup to a team training (or two…or three), we’ll handle the details so you can focus on running your firm.
Our customer success managers (CSM) are your dedicated partners in—just like their title says—success. From sharing best practices and feature adoption to strategy sessions and subscription guidance, they make sure you’re always getting the most out of Canopy.
