Welcome to Canopy! This video is designed to walk you through the steps to get started in Canopy.
In this Video:
Using the Global Navigation Bar and navigating the home page
Setting up your personal and company settings
Account management and customized branding
How Do I Use the Global Navigation Bar in Canopy?
The Global Navigation Bar helps you move quickly through Canopy, access key settings, and manage firm-wide tools from one central location.
Why This Matters
Understanding the Global Navigation Bar makes it easier to navigate Canopy efficiently, configure your account correctly, and manage firm settings without hunting through the app.
Table of Contents
Global Navigation Overview
When you log in to Canopy, you land on your Home Dashboard. The Global Navigation Bar appears on the left side of the screen.
Available navigation items depend on your subscribed licenses.
The Global “+” button at the top provides quick access to commonly used actions in Canopy.
Home Dashboard Overview
To return to the Home Dashboard at any time:
Click the Canopy logo at the top of the screen.
From the dashboard, you can view:
Calendar
Displays upcoming events once synced.
Tasks
Shows your current task workload and due dates.
Click View All Tasks to open the full Tasks dashboard.
Links
Custom shortcuts to frequently used pages inside or outside Canopy.
Profile Icon
Access settings, notifications, and support.
Tip:
If the dashboard appears cut off, zoom out in your browser:
Mac:
Command +orCommand -Windows:
Ctrl +orCtrl -
Profile and User Settings
Click your profile icon.
Select Settings.
From your User Profile, you can update personal information and manage security settings.
Two-Factor Authentication (2FA)
Required every 30 days during sign-in.
Default delivery is email.
Optional methods:
SMS text message (requires opt-in checkbox)
Authenticator app (scan QR code)
Be sure to save changes before leaving the page.
Sync Email and Calendar
From Settings, you can sync your email and calendar.
Calendar Notes
Only one calendar can be synced per Canopy account.
Shared calendars are supported only with Gmail.
Outlook, Exchange, and other calendars do not support shared calendars.
Email Settings
Control which team members can:
Send emails on your behalf
Have full email access
Bulk Email History displays:
Email name
Sender
Date sent
Number of recipients
Open and reply rates
Company Information and Links
Company Information
Add firm details that may appear client-facing.
Best Practices:
Double-check state fields when using address autofill.
Use generic firm email addresses and phone numbers (e.g., support or main desk).
Links
Links appear as shortcuts on the Home Dashboard.
To add a link:
Click Add Link.
Enter a name.
Paste the URL.
Click Save Changes.
Access and Permissions
Access and Permissions control what users can see and do in Canopy.
Important:
At least one user must retain the default Admin permission set. This is the only role that can assign permissions to other users.
Use this area to:
Create permission sets
Duplicate permission sets
Assign permissions to users
To learn more about Access and permissions, click here!
Account and Billing Settings
Account Management
View and manage Canopy subscriptions.
Purchase additional licenses or clients.
Subscription Invoices and Payments
View Canopy subscription invoices.
Set or update payment methods.
Billing Settings
Billing Settings include:
Invoicing – Customize invoice appearance.
Payments – Enable ACH and credit card payments.
Service Items – Manage firm services.
User Rates – Set practitioner billing rates.
QBO Integration – Manage or restart QuickBooks Online sync.
If you would like to learn more about Canopy payments, you can go ahead and click this link to learn more.
Branding, Custom Fields, and Tags
Client Portal Branding
Customize the client-facing portal:
Logo (PNG or JPEG recommended)
Website and scheduling links
Custom links
Billing tab visibility
Display name settings
Custom Fields
Use custom fields to track client-specific information:
Text
Dates
Dropdowns or selections
These appear when adding or editing a client record.
Tags
Tags help group clients for filtering and reporting:
Services offered
Assigned practitioner
Location or other categories
Go ahead and click this link to learn more about how to format your logo.
Team Organization
Team Organization lets you manage firm users and teams. From here, you can:
Update permission sets
View last login activity
Manage assigned clients and teams
Teams
Creating teams allows new users to:
Automatically access assigned clients, files, and data
Avoid manual client-by-client assignment
Integrations
Manage connected services in Canopy.
IRS Integration
Requires an IRS transcript delivery service account.
Test transcript pulling before integrating.
QuickBooks Online (QBO)
Only one QBO account can be connected per Canopy instance.
Managed through Billing Settings.
Other Integrations
Canopy Desktop Assistant (Windows and Mac)
Virtual Drive (Windows only)
odrive (Mac)
To learn more about the IRS integration, click here.
If you would like to learn more about QuickBooks online integration, here is a link to learn more.
Notifications
Control how and when you’re notified.
For each notification type, you can choose:
Badge notifications
Email notifications
Additional Resources
Support Chat: Available from the profile menu.
Help Center: Click the graduation cap icon to access:
In-app guides
Knowledge Base articles
Knowledge Base: Search feature guides, workflows, and client-facing resources.
Summary
The Global Navigation Bar provides centralized access to Canopy features.
Your Home Dashboard shows tasks, calendar events, and shortcuts.
Settings allow you to manage users, billing, branding, integrations, and notifications.
Proper setup improves efficiency, security, and consistency across your firm.
Need help?
Contact Support or ask Penny, our AI Support Bot, for assistance.