Implementation & Set Up | Canopy Knowledge Base

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Implementation & Set Up

Implementation & Set Up

Get an overview of the basics of Canopy to get the most out of the software.

58 articles

Canopy Set Up Videos

Set up your Canopy Account and Customize Settings

Import and Manage your Clients

Start Using the Client Portal

Get Started with Tax Resolution

Manage your Clients & Contacts

Start Using the Client Portal - Client & Contact Structure

Self Implementation Training

1. Welcome to Canopy!

2. Import Client Data

3. The Client Portal

4. Document Management

6. Time and Billing

8. Additional Resources

Client and Contact Self Implementation Training_{9 articles}

Set Up Account & Log in

Set Up Your Canopy Account

Get to Know the Canopy Home Page

Enter Practitioner Details

Update Your Canopy Profile

Log in to Different Firms

Reset a Forgotten Password

Login with Two-Factor Authentication (2FA)

Sync Email & Calendar

Connect an Email Account

Connect a Yahoo Email Account

Set Up a Shared Email Account

Use the Global Inbox

Turn Off Inbox Notifications

Sync a Calendar

Set a Calendar Time Zone

Exporting & Importing Client Lists

Implementation Guide: Import Client Lists with Our Team

Export Client Lists from Your Current Software

Use Client Import Templates

Import Clients to Canopy

Export Client Lists From Canopy

Set Account Notifications

Navigate to Notifications

Set Notification Preferences

Contacting the Support Team

Contact Canopy Customer Support

FAQ | Resolution Cases

FAQ | Transcripts

FAQ | Supported Browsers

FAQ | Canopy Security