Learn how to use the Canopy Mobile App
22 articles
Account Setup and Settings on Mobile
Login, Switch Accounts, and Adjust Settings on Mobile
Log in to Canopy Mobile
Switch Firm Accounts on Mobile
Adjust Mobile Settings
Manage Clients and Contacts on Mobile
Add Clients and Contacts and Send Portal Invites on Mobile
Add & Edit Clients on the Android Practitioner App
Add & Edit Clients on the iOS Practitioner App
Manage Clients on MobileSearch Clients and Get to Know the Client Record on Mobile
Add Contacts & Send Portal Invites on MobileLearn how to add a new or existing contact to a client, and send a portal invite on mobile
Create a Client on the Mobile AppLearn how to create a new client and add contacts on mobile