Canopy Engagements is included standard with Canopy’s base product, including the engagement builder, client acceptance experience, eSignatures, engagement management and CRM.

Canopy Engagements utilizes a form-like process to templatize each item a firm offers.

Each associated product/service name, description, service item, rate, rate type and billing frequency can be defined with an unlimited number that can be added to all engagements.

Engagements can be tracked, showing are partially accepted and which signatures are still needed.  Proposals can be viewed by accepted date with users having the ability to see progress on tasks for each engagement. Tasks can also be filtered by the assignee.

Users can create engagement item templates, both general and specific to each service item. These can be customized to each firm and also individualized for each prospect or client.

Bob Scott

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Bob Scott has provided information to the tax and accounting community since 1991, first as technology editor of Accounting Today, and from 1997 through 2009 as editor of its sister publication, Accounting Technology. He is known throughout the industry for his depth of knowledge and for his high journalistic standards.  Scott has made frequent appearances as a speaker, moderator and panelist and events serving tax and accounting professionals. He  has a strong background in computer journalism as an editor with two former trade publications, Computer+Software News and MIS Week and spent several years with weekly and daily newspapers in Morris County New Jersey prior to that.  A graduate of Indiana University with a degree in journalism, Bob is a native of Madison, Ind