Manage change with world-class help.
No matter how good or simple a product is, it’s still new and something to learn. Our specialists have your back.
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.
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.
“We switched from Office Tools to Canopy over 2 years ago. The implementation and data transfer was almost seamless.”
“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!”
“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!”
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