Implementation & Set Up
Get an overview of the basics of Canopy to get the most out of the software.
56 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
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.
Canopy to Canopy Migration
Resources for migrating from one Canopy account to another, or merging accounts
Canopy to Canopy Migration Guide