Canopy, the top all-in-one platform for managing finance and accounting firms, just introduced two big updates: Capacity Planning and Engagement Packages. These new tools help firms get a clearer view of their workloads, have more control over pricing, and manage how they deliver and grow their services.
Capacity Planning gives leaders real-time insight into their team’s workload, allowing them to adjust tasks instantly. This aids keep projects moving smoothly and reduces stress, without the need for spreadsheets or guesswork.
Engagement Packages help firms set better prices, protect their profits, and improve client service. Utilizing a simple “good, better, best” model, firms can match their services to client needs, fuel their revenue, as well as avoid extra, unexpected work. When combined with Canopy’s templates and automated systems, firms can turn client agreements into steady, repeatable income.
These updates align with Canopy’s ongoing commitment to expanding and improving its platform, which is already trusted by thousands of accounting teams. With the addition of these features, firms can manage everything from pricing and planning to task assignments and project completion all in one place, similar to how Enterprise Resource Planning (ERP) systems centralize business operations across various departments.
Executive Statement
According to Canopy VP of Product Hanna Bjornn, these additions strengthen the core of what firms rely on them for: clarity, efficiency, and confidence. Capacity Planning helps leaders make better decisions in real time, while Engagement Packages give firms a more structured and profitable way to deliver work. Both capabilities are designed to remove friction from firm operations so accountants can stay focused on serving clients.