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Canopy First Steps

Find articles and guides to get set up and start using Canopy.
  • Canopy Group Implementation Sessions | FAQ

Settings

Managing Contacts

  • Add a Contact
  • Import Contacts to Canopy
  • Using Contact Import Templates
  • Create a Power of Attorney Form
  • Invite Clients to the Client Portal
  • Export contacts from Canopy
  • Mark connections as inactive contacts
  • Restore Archived Contacts
  • Export Contacts from your Current Software
  • Add a Connection to a Contact
  • Search for Contacts
  • Filter and Group the Contacts List
  • Archive and Delete Contacts

Canopy Setup

  • Setting Up your Canopy Account
  • Getting to know the Canopy Dashboard
  • Understanding the Free Version of Canopy
  • Logging in to different firms
  • Contact Canopy Customer Support
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

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