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Client & Contact Structure
Learn about Canopy's Client & Contact Structure with features like Client Groups, Engagements, Client Portals, and Group Billing.
75 articles
Client & Contact Import Guide
Learn how to import your client list and contacts into Canopy
Import Overview
Download Import Template Workbook
Add Data to the Import Template Workbook
Upload Template to Import Clients & Contacts
Client & Contact Structure Migration Guide
Learn how to migrate your clients and contacts to the new client and contact structure
Overview
The Client Record
Linked Clients Settings
Client Name Settings
Client Facing Name Settings
Client Management
Learn how to set up clients and use the client list
Set Up ClientsLearn how to add new clients, import a client list, and mange the client record5 articles
Client PortalLean how to manage the client portal and send portal invites3 articles
Contacts and GroupsLearn how to use and manage contacts and groups6 articles
Client RequestsManage Client Requests2 articles
Email & CalendarLearn how to set up and manage your email and calendar integration2 articles
Document Management
Learn how to manage documents in Canopy
Create & Send an eSign Request
Manage Files
Create a Letter
Design a Letter Template
Resend an eSign Request on Mobile
Engagements
Learn how to create Engagements in Canopy
Explore the Engagement Builder
Duplicating Engagements
Prepare & Send Engagements
Time & Billing
Learn how to manage Time and Billing in Canopy
Generate an Invoice
Create Bulk Invoice
Analyze the Profitability Report
Review Statements
Explore Group Billing
Access the WIP Report
QuickBooks Online Integration (QBO)
Integrate your Canopy account with QBO
Connect Your Canopy Account with QBO
Sync Payments & Credits with Quickbooks Online (QBO)
Sync Category, Class, & Location Fields
Fix Duplicate and Unmatched Clients in Bulk
Restart Your QBO Integration
Handle QBO Sync Errors in Invoices
Explore Single Client Sync
Canopy Mobile App
Learn how to use the Canopy Mobile App
Account Setup and Settings on MobileLogin, Switch Accounts, and Adjust Settings on Mobile3 articles
Manage Clients and Contacts on MobileAdd Clients and Contacts and Send Portal Invites on Mobile5 articles
Workflow on MobileManage Tasks and the Task List on Mobile6 articles
Document Management on MobileManage files on the Canopy Mobile App4 articles
Time & Billing on MobileManage Time & Billing on Mobile4 articles