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Canopy Knowledge Base
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.