How-To Videos

Get started in Canopy

Learn how to set up your account, add team members, add clients and create templates

Set up your account, email and learn how to collaborate with your team

Learn how to add clients, send engagements, send client portal invitations and more

Learn all about Clients, Contacts and Client Groups

Learn how to create tasks, subtask, client requests and use automation to take your work to the next level

Learn how to utilize folders, files, templates, send eSign requests and more

Learn how to track time and expense, create and send invoices and manage payments

Learn how to create and navigate the Insights liveboards