Canopy

A quick start guide to highlight the basics of the Migration process

Client & Contact Migration Quickstart Guide

The Client Record

Linked Clients Settings

Client Name Settings

Client Facing Name Settings

Client & Contact Migration FAQ

Learn how to migrate your clients and contacts to the new client and contact structure

Client & Contact Structure Migration Guides

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Terms & Conditions

Release Notes

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Product Feedback

Google Data Use Disclosure

Client Portal Help

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