Implementation & Set Up

Get an overview of the basics of Canopy to get the most out of the software.

48 articles

How-To Videos

Learn the Canopy software with on-demand training videos at your own pace.

63 articles

User & Firm Administration

Learn how to manage team members, create teams, and more in your Canopy licenses.

43 articles

Client Engagement & Client Portal

Learn about Canopy's Client Engagement solution with features like Client Portal, Engagements, Email, and Client Requests.

49 articles

Workflow & Automation

Learn how to track work progress with ease. Canopy's Workflow helps you automate repeated tasks.

42 articles

Document Management

Learn how to upload, store, share documents, and request e-signatures from your clients.

36 articles

Time & Billing

Learn how to configure invoices, payments, track your billable time, and more!

41 articles

Tax Resolution & Notices

All about how to set up transcripts, notices, and collections.

43 articles

Reporting

Learn how to create reports in Canopy that help you understand employee productivity, profitability and more!

6 articles

Integrations & API

Learn how to sync with third-parties like Quickbooks Online, Zapier, and the IRS!

19 articles

Practitioner App

Get work done by accessing Canopy on your mobile and via the practitioner app.

22 articles

Guides for Your Clients

Guide your clients on how to use their client portal on the web and on mobile.

31 articles

Partnerships

Locate or become a Canopy partner here!

1 article

Canopy Updates

View official release notes and see what's on our radar in the roadmap!

32 articles