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Popular Topics: Practice Management, Tax Resolution, Integrations, Canopy Mobile App,

Practice Management

View guides related to Canopy's practice management features and solutions.

Tax Resolution

View guides related to Transcripts, Notices, and Collections.

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.

FAQ

Get answers to some of the most frequently asked questions regarding Canopy.

Canopy First Steps

Find articles and guides to get set up and start using Canopy.

Canopy Updates

View Canopy's official release notes and what's on the roadmap.

First Look Webinars

Catch up on what was presented during Canopy's First Look webinars.

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.

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

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