What's in this Article
Locating the various modules and menus in Canopy
Logging into Canopy
To work within our system, first, you’ll need to sign in to your account. Here's how:
Navigate to the Canopy website (www.getcanopy.com) and click Log In.
Enter your email address and your password.
Click Sign In.
Reset your password if you have trouble signing in. If you are unable to reset your password, feel free to contact our support team at [email protected].
Enter the Home Page
In Canopy, your first landing spot is the Home Page or Dashboard Page. Here, you keep track of:
Upcoming calendar events
Tasks and due dates
Links to important websites
As an Admin, you can see these calendar events and task progress across your firm, by clicking on the Admin tab, under your name heading.
Using the Global Navigation Bar
Let’s get to know where everything is at a high level.
To the left is the primary or global navigation bar, which contains all of your broad information for your firm. This bar stays here and is always accessible to you.
Each of these icons takes you to a different module in Canopy depending on what you need to do:
Inbox - send emails and track historical conversations with clients
Clients - centralizes all the information you have about your clients
Files - your one-stop-shop for any documentation
Tasks - a central hub for figuring out how to manage your day.
Time & Billing - helps you turn your tracked time into invoices, invoice clients (hourly or fixed rate), and run reports.
Templates - the best kept secret for saving time is creating templates for emails, workflows, and file folders. All are stored here ready for use!
Heads up! Some of these may not appear for you depending on your account’s license!
Selecting the Global + Button
At the top is the global access or plus button and is your go-to for everything you need to get going with your firm’s work.
Click on the + button.
Here, you can find several options that are important to the overall flow of your firm:
Creating a Task - like creating a workflow to process a 1040 return
Adding a Contact - an individual or business you’ll be working with through the process
Or Sending a Client Request - requesting information or setting up a reminder for the client.