View a Completed Survey
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.
- Product Education Video Series
- Practice Management
- Tax Resolution
- Guides for your Clients
- Canopy Mobile App
- Canopy First Steps
- Canopy Updates
Once a survey has been completed, you can view the results.
- Roles: Any
- Permissions: Engagements
1. Click Tasks on the global navigation bar.
- A panel will slide in from the left.
2. Select Engagements from the slide-in menu.
- Click on an Engagement Name.
3. Click Client Survey in the Work column.
4. Click on an Engagement Name.
5. On the Client Survey screen, click through each section to view your client’s responses.
- To view additional options on survey data and access, click Survey Options.