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Practitioner App
Practitioner App
Get work done by accessing Canopy on your mobile and via the practitioner app.
23 articles
Getting Started
Use Siri With the Mobile App
Log in to Canopy Mobile
Set Up Multi-Factor Authentication on Mobile (MFA)
Manage the Mobile Tasks List
Navigate Mobile Settings
Switch Firm Accounts on Mobile
Client Management
Manage Clients
Manage Connections
Workflow
Create a Task from the Tasks List
Create a Task From the Client Record
Edit a Task
Send a Client Request
Manage a Task
Manage Client Requests
Document Management
Manage Files in the Mobile App
Resend an eSign Request
Annotate Files in the Canopy Practitioner App [Mobile]
Annotate Files in the Canopy Practitioner App [iPad + Apple Pencil]
Complete a Fillable PDF on Mobile
Time & Billing Management
Navigate Billing in Canopy Mobile
Accept a Client Payment On-The-Go
Use Timers on the Mobile Dashboard
Track Time in Mobile
