You are able to use the same email account to log in to multiple firms. If you have moved from one firm to another, you can make use of this feature. This is known as multi-firm access.
With multi-firm access, you are able to quickly switch between firms.
Select a Firm to Log-In
Users with multi-firm access can select the appropriate firm when logging into Canopy.
1. Navigate to the Canopy login page.
2. Enter your Canopy login information and click Sign in.
3. Select the relevant firm from the dropdown menu.
4. Click Go to log in to the selected firm.
Toggle Between Multiple Firms
Once you sign in to one of your accounts, you can easily switch between your firms without logging out and back in!
1. Click on your initials/profile picture in the bottom left-hand of Canopy.
2. On the secondary menu, select Switch accounts.
3. Select from the list of firms.