Print and Download a File
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- Practice Management
- Tax Resolution
- Practitioner Mobile App
- Canopy First Steps
- Canopy Updates
- Canopy First Look Webinars
- Guides for your Clients
Table of Contents1. Click the Files tab on the global navigation column.2. Click on the file you wish to download.3. Click on the Download icon to download the file.4. Click on the Print icon to print the file.
The Client Portal allows you to download any files uploaded by you or your practitioner quickly and easily. To get started, log in to the Client Portal.
1. Click the Files tab on the global navigation column.
2. Click on the file you wish to download.
- The file will open in the file previewer.
3. Click on the Download icon to download the file.
4. Click on the Print icon to print the file.