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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.

Featured Articles
  1. Log in to the Client Portal mobile app
  2. Install the Desktop Assistant
  3. Two-Factor Authentication (2FA) in Canopy
  4. Managing Contacts
  5. Canopy Roadmap
  6. Create a Task
  7. Sync your Canopy account with QBO
  8. Contact Canopy Customer Support
  9. Navigate Tax Organizers

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