Client & Contact Structure | Canopy Knowledge Base

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Client & Contact Structure

Client & Contact Structure

Learn about Canopy's Client & Contact Structure with features like Client Groups, Engagements, Client Portals, and Group Billing.

65 articles

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 record_{5 articles}

Client PortalLean how to manage the client portal and send portal invites_{3 articles}

Contacts and GroupsLearn how to use and manage contacts and groups_{5 articles}

Client RequestsManage Client Requests_{2 articles}

Email & CalendarLearn how to set up and manage your email and calendar integration_{2 articles}

Document Management

Learn how to manage documents in Canopy

Create & Send an eSign Request

Create a Letter

Design a Letter Template

Resend an eSign Request on Mobile

Learn how to create Engagements in Canopy

Explore the Engagement Builder

Duplicating Engagements

Prepare & Send Engagements

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

Organizers, Notices, and Transcripts

Set Up & Manage Notices

Request Transcripts

Understand the IRS Sign-In Process

Explore the Business Tax Organizer

Use the Individual Tax Organizer