Add a Client From the Navigation Bar
1. Click the Global + icon
2. Select Add Client
3. Indicate whether this new client is an Individual or a Business.
Some fields differ after selecting Business.
Warning: Once a client is created, it cannot be switched from one entity to another. You will need to create a new client under the correct entity.
4. Enter the client name.
Best Practice: The client name is a field that must be unique and is required for each client. To keep your client list consistent, we recommend following the format alphabetical by last name when creating clients (i.e., Smith, John & Amy or Smith, David).
Required fields are indicated by an asterisk (*).
Note: You can select the checkbox to 'Use a different client-facing name that will appear on any client-facing items such as Client Portal, invoices, etc.
5. Select a client Type.
Understanding Client Classifications: Active vs. Prospect Clients
Active Clients:
These are clients you are actively working with, and their accounts are included in billing and dashboard counts.
They appear in the Active Client List within Canopy.
Prospect Clients:
These represent potential clients you are organizing but not currently working with.
Prospect clients are filtered under a separate 'Prospect' list for better organization. However, if a prospect client is marked as 'Active,' they will also appear on the Active Client List, which is an expected system behavior.
Files can also be shared using prospect client profiles, allowing secure sharing with external recipients without the need to register them as active clients.
6. Indicate whether the client is Active.
If needed, add additional client info
Available information fields:
Client Owner
External ID
Filing Status
Source
Client Since
Options will vary for Business clients.
7. Create New Contact
First name and Last name is required
Some of the available information fields:
Email address
Phone number
Address
If needed, click Add [phone number, email, or address]
Birthday
SS#
Occupation
Employer
8. Save Contact
9. Enter any Additional Information Add General Users/Roles or add any Tags to the client.
10. Click Save and Manage or Save Client.
Add a Client From the Client List
If you are already on the Client List, you can simply click Add Client to create a client.
1. On the top right, select Add client.
From there, you will follow the steps outlined above.
View Contact Details and Linked Clients
When a contact is linked to multiple clients, such as a spouse and a business record, you can easily view all the clients associated with that contact. You can also navigate to any of the related client records directly from within the contact's details in any of the client records.
On the Home tab of the client record, scroll down on the left-hand side to the Contacts section.
Click the contact's name to view their details and linked clients.
A pop-up will appear showing the contact’s information, along with any clients they are assigned to.
You can also click 'Unlink Login' to remove the contact’s portal access.
