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Implementation & Set Up
Self Implementation Training
Self Implementation Training
18 articles
1. Welcome to Canopy!
2. Import Client Data
3. The Client Portal
4. Document Management
5. Workflow
6. Time and Billing
7. Engagements
8. Additional Resources
Tax Resolution
Client and Contact Self Implementation Training
1. Welcome to Canopy!
Client and Contact Structure
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
