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Implementation & Set Up
Get an overview of the basics of Canopy to get the most out of the software.
How-To Videos
Learn the Canopy software with on-demand training videos at your own pace.
User & Firm Administration
Learn how to manage team members, create teams, and more in your Canopy licenses.
Client Engagement & Client Portal
Learn about Canopy's Client Engagement solution with features like Client Portal, Engagements, Email, and Client Requests.
Workflow & Automation
Learn how to track work progress with ease. Canopy's Workflow helps you automate repeated tasks.
Document Management
Learn how to upload, store, share documents, and request e-signatures from your clients.
Time & Billing
Learn how to configure invoices, payments, track your billable time, and more!
Tax Resolution & Notices
All about how to set up transcripts, notices, and collections.
Reporting
Learn how to create reports in Canopy that help you understand employee productivity, profitability and more!
Integrations & API
Learn how to sync with third-parties like Quickbooks Online, Zapier, and the IRS!
Practitioner App
Get work done by accessing Canopy on your mobile and via the practitioner app.
Guides for Your Clients
Guide your clients on how to use their client portal on the web and on mobile.
Partnerships
Locate or become a Canopy partner here!
Canopy Updates
View official release notes and see what's on our radar in the roadmap!