Canopy

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

Implementation & Set Up

Set up your Canopy Account and Customize Settings

Manage your Clients & Contacts

Start Using the Client Portal - Client & Contact Structure

Start Using the Client Portal

Get Started with Tax Resolution

Canopy Set Up Videos

1. Welcome to Canopy!

2. Import Clients & Contacts

3. Get to Know Your Clients & Contacts

4. The Client Portal

5. Document Management

6. Workflow

7. Time & Billing

8. Engagements

9. Additional Resources

Tax Resolution

Self Implementation Training 

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)

Set Up Account & Log in

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

Sync Email & Calendar

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

Exporting & Importing Client Lists

Navigate to Notifications

Set Notification Preferences

Set Account Notifications

Contact Canopy Customer Support

Suggest a Feature

Contacting the Support Team

Canopy University Help Guide

Canopy University

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

This article reflects Canopy's Policies surrounding AI usage and how data is leveraged/not leveraged to train models.

How is Canopy AI using my Data?

Canopy to Canopy Migration Guide

Resources for migrating from one Canopy account to another, or merging accounts

Canopy to Canopy Migration

Status

Terms & Conditions

Release Notes

Privacy

Product Feedback

Google Data Use Disclosure

Client Portal Help

Webinars

Log In

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.