Boilerplate text stores the paragraphs your firm reuses in letters, such as service descriptions, engagement terms and disclaimers, so anyone on your team can add them to a letter in one click.
Why this Matters
Engagement letters repeat the same language for client after client every tax season. Saving that language once as boilerplate keeps every new letter on your firm's approved wording and saves retyping (or copy-pasting from last year's letter) under deadline.
Table of Contents
Create Boilerplate Text
Click Templates in the global navigation bar, then select Boilerplate Letter Text.
Click Add a category and enter a category name, such as Bookkeeping, then click Save category.
Skip this step if the category you need already exists.
Click Add boilerplate in that category.
If the category already holds boilerplate text, click + Add boilerplate text instead.
Enter a Boilerplate Title.
Type or paste your text in the Boilerplate Content box.
Click Add boilerplate to save it to the category.
👉 Canopy Tip: Name categories after the services you offer (Bookkeeping, Payroll, Tax Resolution) so staff find the right language fast when drafting a letter.
To use your boilerplate, click Insert boilerplate text while editing a letter. See Create a Letter and Create a Letter Template.
Summary
Boilerplate text lives in Templates > Boilerplate Letter Text, grouped into categories.
Create a category, then add titled boilerplate items to it.
Add saved boilerplate to any letter or letter template with Insert boilerplate text.
Need help?
Contact Support or ask Penny, our AI Support Bot, for assistance.