Update your Canopy Profile
If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.
- Practice Management
- Tax Resolution
- Practitioner Mobile App
- Canopy First Steps
- Canopy Updates
- Canopy First Look Webinars
- Guides for your Clients
Table of Contents1. Update the Email field to change your Canopy username.2. Input an new password in the Password and Confirm Password fields to update your password.3. View a list of Authorized Devices connected to your account.4. Click Save Changes.
Updating your Canopy profile information includes updating your username or password. To get started, click on your profile and choose Settings from the pop-out menu.
1. Update the Email field to change your Canopy username.
2. Input an new password in the Password and Confirm Password fields to update your password.
- Your old password will never show on this screen.
3. View a list of Authorized Devices connected to your account.
- Click the x in-line with any device on the list to remove access.