Complete a Fillable PDF
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- Practice Management
- Tax Resolution
- Canopy Mobile App
- Canopy First Steps
- Canopy Updates
- First Look Webinars
- Guides for your Clients
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.