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What is the best way to transition to Canopy's time/billing option?

We currently use another program for keeping time and billing clients, but would like to switch everything over to Canopy so our clients can make their payments using the app. What is the easiest/best way to switch everything over to the new system? Any ideas input would be greatly appreciated!
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Tiffany T.
TT
Customer Experience Executive | Specializing in Scaling Services Teams at SaaS Startups
0
Hi Tiffany- Happy to hear you're interested in streamlining more of your practice with Canopy! Getting set up with Canopy Payments starts with a simple application process. Here is a quick step-by-step to getting started: https://help.getcanopy.com/contents/38405bb0-be48-4c6b-9495-64c546183b44 Your account manager will also be reaching out for any further assistance, and you have our support team available for a chat at your finger tips as well when you are logged in to Canopy.
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Unclunk your accounting firm and manage your team, clients and tasks from a single, central hub. Canopy is the cloud-based, accounting practice management software built for tax, bookkeeping and accou
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