Article Request

Are we missing something? Please submit an article request. We'll take a look and see if we can add it to our radar.

Please fill out the request form below and we will get to it as soon as possible.

  • Training Videos
  • Article Request
  • Home
  • Canopy First Steps
  • Settings

Basic

Contact Us

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.

Please fill out the contact form below and we will reply as soon as possible.

  • Practice Management
    Reporting Audit Log and Permissioning Time and Billing Document Management CRM & Client Portal Workflow and Advanced Reporting
  • Tax Resolution
    Collections Transcripts Notices
  • Integrations
    QuickBooks Online (QBO) IRS Transcripts
  • Canopy Mobile App
  • FAQ
  • Canopy First Steps
    Settings Managing Contacts Canopy Setup
  • Canopy Updates
    Product Updates 2022 Product Updates 2021 Product Updates 2020 Product Updates 2019 Product Updates 2018
  • First Look Webinars
  • Guides for your Clients
    Files Set up Payments Mobile App To-do List
+ More

Basic

  • Enter Practitioner Details
  • Reset a Forgotten Password
  • Update your Canopy Profile
  • Two Factor Authentication (2FA) in Canopy

Notifications

  • Explore the Notifications Center

Email and Calendar

  • Set a Calendar Time Zone
  • Connect a Yahoo email account
  • Connect an email account
  • Create a Contact from the Global Inbox
  • Set up a shared email account
  • Sync a calendar
  • Turn off Inbox Notifications
  • Use the Global Inbox
  • Create a Task from the Global Inbox
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

Sign up for updates

855.616.7305

Products

Practice Management Tax Resolution Pricing

Company

About Careers Our Team Contact Us

Resources

Support Training Videos Blog Ebooks & Guides Case Studies

More

Desktop AssistantIntegrationsDevelopersOur Mobile AppsAffiliate Program
canopy-logo-white
Canopy Status Terms & Conditions Privacy Google Data Use Disclosure

Definition by Author

0
0
Expand