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How Do I Print Files to Canopy With the Desktop Assistant?

Print a file from any program straight into a client's folder in Canopy with the Desktop Assistant's printer, without exporting it or dragging it in.

Required: The Canopy Desktop Assistant installed on your computer and signed in.

Heads up: Printing to Canopy flattens PDFs, which removes their bookmarks. To keep them, see How Do I Save PDFs to Canopy Without Losing Bookmarks?.

Why it Matters: Sending a return or an engagement letter to the client's folder from the print window skips the export-and-upload step, so files land where your team expects them during tax season.

Table of Contents

  1. Print a File to Canopy

  2. Supported Files

  3. Fix a Missing Canopy Printer

  4. Summary

  5. Need Help?


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Print a File to Canopy

To print a file to Canopy:

  1. In the document you want to upload, click Print.

  2. Select Canopy as the printer or destination.

    • Your print window and options depend on your browser or program.

  3. Click Print.

  4. In the Desktop Assistant window, enter a File name, choose a client, and choose a folder.

    • To make a new folder, click the New folder icon.

  5. Click Upload.

  6. Click the Desktop Assistant icon to see the upload's status.

  7. When the upload finishes, click View in Canopy.

    • The file opens in the client's folder you chose.

Click the Print icon

Select Canopy as the Print destination

Click Print

Select a folder and Upload

Click View in Canopy

View the file in the document preview area

Supported Files

  • File types: .bmp .csv .doc .docx .emf .eml .heic .htm .html .jp2 .jpeg .jpg .mkv .mov .mp4 .msg .ods .odt .pdf .png .ppt .pptx .rtf .tif .tiff .txt .xls .xlsm .xlsx .xod .xps

  • Largest file: 4.999342 GB.

  • Folders: Compress (zip) a folder first. An unzipped folder isn't uploaded.

Fix a Missing Canopy Printer

If Canopy isn't listed as a printer, or printing to it fails, reinstall the printer driver.

Windows

To reinstall the Canopy PDF Printer on Windows:

  1. Open Control Panel and go to Programs > Programs and Features.

  2. Right-click Canopy PDF Printer and select Uninstall/Change.

  3. In File Explorer, go to C:\Program Files\Canopy Inc\Canopy Desktop Assistant\resources\app\.webpack\static\driver.

  4. Right-click Setup and select Run as administrator.

    • Watch for Windows or antivirus messages that block the install.

  5. Make sure the Desktop Assistant is open and signed in, then print to Canopy again.

Still not working? Install the free Bullzip PDF Printer, restart your computer, then open the Desktop Assistant and sign in.

Mac

On Mac, the printer can't be reinstalled on its own. Remove it, then reinstall the Desktop Assistant.

To remove the Canopy printer on Mac:

  1. In Finder, open Macintosh HD > Library > Printers.

  2. Right-click the Canopy folder and select Move to Trash.

  3. Reinstall the Desktop Assistant. See How Do I Reinstall the Desktop Assistant?.

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Summary

Print to Canopy from any program's print window, then choose a client and folder in the Desktop Assistant and click Upload. If Canopy isn't listed as a printer, reinstall the printer driver on Windows, or remove the printer and reinstall the Desktop Assistant on Mac.

Need Help?

Need help? Contact Support or ask Penny, our AI Support Bot, for assistance.

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