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Folders

Practice Management

View and follow guides related to Canopy's Practice Management solutions.

6 folders

Tax Resolution

View and follow guides related to Canopy's Tax Resolution tools.

3 folders

Integrations

View and follow guides related to Canopy's software integrations.

1 folders

Practitioner Mobile App

View and follow guides related to Canopy's practitioner mobile app.

0 folders

FAQ

View answers to some of our most frequently asked questions.

0 folders

Canopy First Steps

All you need to know to get started using Canopy.

3 folders

Canopy Updates

Track the updates made to Canopy on a monthly basis.

4 folders

Canopy First Look Webinars

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

0 folders

Guides for your Clients

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

6 folders

Most viewed articles

Log in to the Client Portal mobile app

Log in to the Client Portal mobile app

Last updated: 4 months ago

Uploading a file

Uploading a file

Last updated: a year ago

Navigating the Client Portal

Navigating the Client Portal

Last updated: 10 months ago

Complete an eSign request in the Client Portal

Complete an eSign request in the Client Portal

Last updated: 4 months ago

Sync contacts with QuickBooks Online (QBO)

Sync contacts with QuickBooks Online (QBO)

Last updated: a month ago

Two Factor Authentication in Canopy

Two Factor Authentication in Canopy

Last updated: 8 months ago