Guides for Your Clients
Guide your clients on how to use their client portal on the web and on mobile.
35 articles
How do I review and sign an Engagement?
Complete an Individual Tax Organizer
Complete a Business Tax Organizer in the Client Portal
Complete a Client Survey
Complete a Client Request in the Client Portal
Complete an eSign Request
Complete a Fillable PDF in the Client Portal
How do I open and fill out a Questionnaire as a Client?
How do I upload files using a Document Checklist as a Client?
How do I upload files using a Document Checklist in the Client Portal App?
How do I review and sign an Engagement in the Canopy Client Portal App?
Log in to the Client Portal Mobile App
Switch Between Accounting Firms on the Client Portal App (Mobile)
Switching Between Client Portals on Mobile
Navigate the Client Portal on Mobile
Complete a Client Request on the Mobile App
Complete an eSign Request on Mobile
Complete a Fillable PDF on the Client Portal App
Make a Payment on Mobile
Upload a File on the Client Portal App
Scan a Document on Mobile
Complete a Questionnaire on the Client Portal App