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Canopy Knowledge Base
Popular Topics: Product Education Video Series, Practice Management, Tax Resolution, Guides for your Clients,
Product Education Video Series
Watch quick videos to learn the basics and tools of Canopy to be successful.
Practice Management
View guides related to Canopy's practice management features and solutions.
Tax Resolution
View guides related to Transcripts, Notices, and Collections.
Guides for your Clients
Provide help for your clients. These guides walk your clients through how to use their client portal on the web and on mobile.
Integrations
View guides related to Canopy's integrations, specifically with the IRS and QBO.
Canopy Mobile App
View guides related to the Canopy Mobile app.
Canopy First Steps
Find articles and guides to get set up and start using Canopy.
FAQ
Get answers to some of the most frequently asked questions regarding Canopy.
Canopy Updates
View Canopy's official release notes and what's on the roadmap.