How Do Tags Work in Canopy?

Tags are customizable labels that help you organize, filter, and track clients more effectively.

Tags give your firm flexibility to categorize clients by service type, location, practitioner, or any internal workflow—making it easier to filter lists, send bulk communication, and stay organized during busy seasons.

Understand How Tags Work
Create Tags
Apply Tags to Clients
Filter and Save Groups Using Tags
Need Help?

Understand How Tags Work

Tags are fully customizable and can be used in a variety of ways.

Common examples include:

Bucketing clients by service type:
- Bookkeeping
- Payroll
- Financial planning
- Tax planning
Tracking clients by:
- State or location
- Filing requirements
Labeling clients by:
- Primary practitioner
- Internal ownership structure

You can create as many tags as needed to match your firm’s workflows.

Best Practice: Use consistent naming conventions to keep tag filtering clean and scalable as your firm grows.

Create Tags

To create a new tag:

Click your profile picture or initials.
Select Settings.
Click Tags from the left-hand menu.
Select Add New Tag.
Enter the label name.

Examples:

Financial Planning
Tax Planning
Bookkeeping
Payroll
Practitioner – Smith

As you create tags, they appear in the Tags table along with:

The number of clients currently using the tag
The user who created the tag

Apply Tags to Clients

You can apply tags to:

Existing clients
Multiple clients at once
New clients during creation

Apply Tags to an Existing Client

Go to the Client List.
Select a client to open their record.
Scroll to the bottom of the client record and locate Tags.
Click to open the Edit Client window.
Scroll to the Tags section.
Click inside the Tags field to view your tag list.
Select one or more tags.

To create a new tag on the fly:

Type the new tag name in the Tags field.
Press Enter to add it.

Click Update to save.

The selected tags will now appear on the client record.

Apply Tags to Multiple Clients

To tag several clients at once:

Go to the Client List.
Select the clients you want to tag.
Use the Bulk Actions menu.
Click Tag Clients.
Choose the tag(s) to apply.

This is helpful when onboarding a new service line or reorganizing client segments.

Apply Tags When Creating a New Client

When creating a new client:

Click Add Client.
Complete the required client details.
Scroll to the Tags section at the bottom of the window.
Select existing tags or type a new tag and press Enter.
Save the client record.

Adding tags at creation helps maintain consistent organization from the start.

Filter and Save Groups Using Tags

Once tags are applied, you can filter your Client List.

To filter by tag:

Go to the Client List.
Click Add Filter.
Select Tags.
Choose an operator:
- Is any of – Returns clients with any selected tags (OR logic).
- Is all of – Returns clients with all selected tags (AND logic).
Select the tag(s) to filter by.

Save a Filtered Group

To reuse a tag filter:

Apply your desired tag filters.
Click Save Group.
Enter a group name.
Click Save.

You can now quickly reference this group in the future to:

Send bulk emails
Send reminders
Apply bulk actions
Review a specific client segment

Best Practice: Save frequently used tag filters as groups to streamline recurring workflows (e.g., quarterly payroll clients or out-of-state tax filers).