All-in-one practice management makes sure you do more with less (software, that is).
With engagement templates and a branded client wizard, you can quickly onboard any new client. Build a proposal, send it, and get acceptance in no time. Just let our all-in-one practice management software (that just got more all-in-one’d) help you do more accounting and less of everything else (busywork, trying to find a softer synonym for “late”, etc) .
Customizable Engagements |
||
Unlimited eSignatures |
||
Automate invoice creation |
||
Automate task creation |
||
Collect & save payment details |
||
Customize billing frequency |
||
Service Item Reporting |
||
Productivity Reporting |
||
Custom domain & client portal |
Customizable Engagements
Unlimited eSignatures
Automate invoice creation
Automate task creation
Collect & save payment details
Customize billing frequency
Service Item Reporting
Productivity Reporting
Custom domain & client portal
4.5 stars on Capterra
Jessie B. / CPA Firm President
Why do so many firms get hoodwinked into having multiple portals when, by definition, a portal should be a single point of entry? Stop doing this to your clients. Instead, give them the modern digital experience they’re used to—a la apps like DoorDash, Instagram, and Netflix. Canopy’s client portal app is the highest rated in the industry, which means you no longer have an excuse for having more than one (less highly-rated) portal.
Easy & Quick to Learn
Canopy Engagements is straightforward and intuitive. Already know your terms, rates, tasks, and billing details? It’s as simple as following a short form fill process. And if you don’t, the process guides you through all of the questions you need to answer. Answer them once, and PRESTO! Your word doc just turned into a real engagement. No magic necessary.
Improves Cashflow
The most complex problems can often be solved with the simplest solutions. Forget that Aged Receivables. Quit trying to pester clients to make payments. Stop giving yourself gray hair (or pulling it out in frustration). Instead, use Engagements to communicate service-level agreements with easy to understand rates & billing terms. Collect and save payment details up front so you can run automated payments or quickly bill for ad-hoc services.
Get Paid Fast
Two business days. Reliably. That’s it. That's the blurb.
It hasn’t always been standard practice in accounting to collect payment upfront. Hourly billing makes that tricky. But that leaves accountants between a rock (collect upfront) and a hard place (bill for how much you work and then get stuck with aged receivables). No, thanks. With Canopy, you can allow clients and prospects to make a payment as a part of accepting your proposal, while also giving them the option to save their payment details to their client portal. And recurring billing makes it even more seamless.
It shouldn't be too much to ask to cover everything with one software, should it? Do it all with Canopy– eSignatures, Engagements, Payments, and document management. Send a proposal, collect payment details, request an eSignature, and store that proposal on their client record. But don’t stop there. Collect eSignatures for any other type of document. Request receipts and tax documents in a branded and secure portal. Send invoices. Collect payments for ad-hoc work (you don’t have to use an engagement for everything if you don’t want to). Kick off task creation upon acceptance of an engagement. We don't use “all-in-one” casually.
Nathan G. / Small Business
Danny N. / Founding Partner
Lisa B. / Owner
Jon F. / CEO
Cassandra H. / Office Manager
Adam R. / Payroll Professional
Can’t find the answer you are looking for? Reach out to our support team.
Engagements, engagement letters, proposals and other similar terms are used interchangeably or to mean specific things in a specific firm’s operations. Engagement Letters, as a term, seems to be the most non-modern from this list of terms. Canopy offers the ability to create templates and compose all of the information an accountant needs to communicate with a client that has traditionally been communicated through an Engagement Letter. We do not call this an engagement letter because it is not a static document, rather a guided experience.
Anytime functionality is in the same system, data transfers and works better. With Engagements in Canopy, you’ll be able to easily pull in client data as you build an engagement and automate task creation once an engagement is accepted. No duplicates. No broken connections.
Users can build templates for Engagement Items, the building blocks of an engagement. This includes the service item you’re linking it to, billing frequencies, payment requirements, terms, assignments, and task automation. Use these templates to build custom engagements while still following firm protocols.
No. ESignatures are included in the functionality. Add as many signees as you need to each engagement. There are no limits in the month either.
Engagements is included in our base module, Client Engagement. Get a CRM, branded and secure Client Portal, email integration, and team management side by side with Engagements.
Submit this form, and we will be in touch soon to give you a custom demo.
Set a time for one of our product specialists to give you a guided tour practice.