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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.

62 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.

35 articles
Time & Billing

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

42 articles
Tax Resolution & Notices

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

43 articles

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

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