Logging in to different firms
Written by Avery Simmons
Updated at October 26th, 2021
Canopy users are able to use the same email account to log in to multiple firms. Typically, this would be done by consultants or practitioners who have moved from one firm to another. Once logged in, users with multi-tenant access are able to quickly and easily switch between firms. To get started, navigate to the Canopy login page.
Selecting a Firm upon Logging In
Upon logging into Canopy, users with multi-tenant access will be prompted to select their firm.
Note:
To change firms, users are required to log out and log back in to Canopy. Please ensure that you are logging into canopy at app.canopytax.com.
1. Enter your Canopy login information and click Sign in.
2. Select the relevant firm from the dropdown menu.
3. Click Go to login to the selected firm.
