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

Desktop Assistant

  • Edit a File using the Desktop Assistant
  • File Migration with the Desktop Assistant
  • Install the Desktop Assistant
  • Setup your Desktop Assistant Scanner
  • Upload Files with the Desktop Assistant
  • Scan to Canopy with the Desktop Assistant

Managing Folders

  • Apply a Folder Template
  • Archive a Folder
  • Create Folder Templates
  • Create Folders
  • Duplicate a Folder Template
  • Edit Folder Templates
  • Removing a Folder Template
  • Upload a Folder to Canopy
  • Assign Team Permissions to Folders

Managing Files

  • Annotate Files
  • Manage PDF Pages
  • Merge Files to a New PDF
  • Move Files
  • Move Files to a Connection
  • Preview a File
  • Save email attachments
  • Upload a File to Canopy
  • Show Files on Your Client's Portal
  • Fill out a Fillable PDF | Practitioner
  • Download Files

eSign

  • Add a KBA Client Signature Field (eSign) to Files
  • Purchase Knowledge-based Credits (KBA) for eSign
  • Send an eSign request to Clients
  • View and Update eSign Tasks
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. Sync your Canopy account with QBO
  9. Navigate Task Organizers

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