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Canopy 101

All you need to know for your first steps in Canopy.

2 folders

What's New

Track the updates made to Canopy on a monthly basis.

5 folders

Product Guides

Step by step guides to help you best utilize Canopy's products.

11 folders

For Clients

Step-by-step articles designed to walk your clients through the client portal

6 folders

Canopy Status Updates

Check here for real-time updates on any service interruptions.

0 folders

FAQ

Canopy Outage Status Updates

Canopy Outage Status Updates

Last updated: 9 days ago

Sync contacts with QuickBooks Online (QBO)

Sync contacts with QuickBooks Online (QBO)

Last updated: 8 days ago

Navigating the Client Portal

Navigating the Client Portal

Last updated: 8 months ago

Uploading a file

Uploading a file

Last updated: a year ago

Log in to the Client Portal mobile app

Log in to the Client Portal mobile app

Last updated: 2 months ago

Two Factor Authentication in Canopy

Two Factor Authentication in Canopy

Last updated: 6 months ago