Canopy

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

Client & Contact Structure

Import Overview

Download Import Template Workbook

Add Data to the Import Template Workbook

Upload Template to Import Clients & Contacts

Learn how to import your client list and contacts into Canopy

Client & Contact Import Guide

Overview

The Client Record

Linked Clients Settings

Client Name Settings

Client Facing Name Settings

Learn how to migrate your clients and contacts to the new client and contact structure

Client & Contact Structure Migration Settings Guide

Learn how to set up clients and use the client list

Client Management

Set Up a New Client

Use Client Import Templates

Understand Client Record Templates

Explore the Client List

Access the Client Record

Learn how to add new clients, import a client list, and mange the client record

Set Up Clients

Send Client Portal Invites in Bulk

Invite Contacts to the Client Portal

Create Client Portal Invitation Templates

Lean how to manage the client portal and send portal invites

Client Portal

Archive and Delete Contacts

Explore Client Groups

Use Connections

Manage Client Groups

Use the Contact List

Merge Contacts

Learn how to use and manage contacts and groups

Contacts and Groups

Generate & Send Bulk Client Requests

Send a Client Request

Client Requests

Manage Email Communications

AI Email Tools

Learn how to set up and manage your email and calendar integration

Email & Calendar

Create & Send an eSign Request

Manage Files

Create a Letter

Design a Letter Template

Resend an eSign Request on Mobile

Document Management

Explore the Engagement Builder

Duplicating Engagements

Prepare & Send Engagements

Learn how to create Engagements in Canopy

Engagements

Generate an Invoice

Create Bulk Invoice

Analyze the Profitability Report

Review Statements

Explore Group Billing

Access the WIP Report

Learn how to manage Time and Billing in Canopy

Time & Billing

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

QuickBooks Online Integration (QBO)

Set Up & Manage Notices

Request Transcripts

Understand the IRS Sign-In Process

Explore the Business Tax Organizer

Use the Individual Tax Organizer

Tax Resolution

Canopy Mobile App

Log in to Canopy Mobile

Switch Firm Accounts on Mobile

Adjust Mobile Settings

Login, Switch Accounts, and Adjust Settings on Mobile

Account Setup and Settings on Mobile

Add & Edit Clients on the Android Practitioner App

Add & Edit Clients on the iOS Practitioner App

Search Clients and Get to Know the Client Record on Mobile

Manage Clients on Mobile

Learn how to add a new or existing contact to a client, and send a portal invite on mobile

Add Contacts & Send Portal Invites on Mobile

Learn how to create a new client and add contacts on mobile

Create a Client on the Mobile App

Manage Client Groups on Mobile

Manage Client Connections on Mobile

Add Clients and Contacts and Send Portal Invites on Mobile

Manage Clients and Contacts on Mobile

Create a Task on Mobile

Manage a Task in Mobile

Modify a Task on Mobile

Organize the Mobile Tasks List

Handle Client Requests on Mobile

Send a Client Request on Mobile

Workflow on Mobile

Manage Files on Mobile

Complete a Fillable PDF on Mobile

Annotate Files in the Canopy Practitioner App [Mobile]

Annotate Files in the Canopy Practitioner App [iPad + Apple Pencil]

Document Management on Mobile

Manage Billing in Canopy Mobile

Receive Client Payments On-The-Go

Track Time in Mobile

Use Timers on the Mobile Dashboard

Time & Billing on Mobile

Status

Terms & Conditions

Release Notes

Privacy

Product Feedback

Google Data Use Disclosure

Client Portal Help

Webinars

Log In

Find answers and get help from Intercom Support and Community Experts

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