Complete a Fillable PDF
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.
- Training Video Library
- Support Guides
- Tax Resolution
- Guides for Your Clients
- Canopy Mobile App
- Getting Started with Canopy
- Canopy Updates
1. Navigate to your To-do list on the left-side column.
2. Select a Client Request with a fillable PDF from the To-do list. Client requests are represented by a clipboard icon.
3. Review any notes or instructions provided by your accountant.
4. Click on the attached fillable PDF document.
5. Click on each available blue box, and input the indicated information.
- Your changes are automatically saved as you enter the information.
6. Click on the Print or Download icons to save a copy of the updated PDF.
7. Click on the X icon to close the file.
- All of your changes will be saved automatically and uploaded to your accountant.
8. Send a message to your accountant to let them know you've completed filling out the PDF.
- Alternatively, you can click on the Mark as complete box.