ENGAGEMENTS

🚀 Build Better Engagements, Faster with our Canopy Engagement Builder Say hello to a smarter, smoother way to create client engagements. In this walkthrough, KC Brothers shows how Canopy’s new Engagement Builder brings clarity, control, and confidence to every client proposal. Here’s what’s new: ✨ Ever-present builder with live preview 📄 Add welcome messages, videos, and files 🧾 Connect to your service item library for auto-filled billing 📌 Attach task templates to kick off work automatically 📁 Use billing blocks for cleaner client-facing breakdowns 🖊️ Manage signees and payment rules with ease This isn’t just a facelift. It’s a revenue-driving upgrade. Whether you’re sending sleek solo proposals or bulk engagements, everything now lives in one intuitive workflow. Built for firms who want to impress clients and increase acceptance rates from the very first touchpoint. Canopy Engagements is part of our all-in-one accounting practice management platform. Create, track, and manage engagements where your work lives. Learn more at https://www.getcanopy.com