Implementation & Set Up
Get an overview of the basics of Canopy to get the most out of the software.
57 articles
- 1. Welcome to Canopy Onboarding!Client and Contact Structure
- 2. Import Clients & Contacts (Onboarding)
- 3. Get to Know Your Clients & Contacts (Onboarding)
- 4. The Client Portal (Onboarding)
- 5. Document Management (Onboarding)
- 6. Workflow (Onboarding)
- 7. Time & Billing (Onboarding)
- 8. Engagements
- 9. Additional Resources (Onboarding)
- How-To Video: Tax Resolution
Canopy to Canopy Migration
Resources for migrating from one Canopy account to another, or merging accounts
- FAQ | Pricing
- FAQ | Clients
- FAQ | Files
- FAQ | Tasks
- FAQ | Email
- FAQ | Calendar
- FAQ | Billing
- FAQ | Resolution Cases
- FAQ | Transcripts
- FAQ | Notices
- FAQ | Supported Browsers
- FAQ | Canopy Security
- How is Canopy AI using my Data?This article reflects Canopy's Policies surrounding AI usage and how data is leveraged/not leveraged to train models.