Client & Contact Structure
Learn about Canopy's Client & Contact Structure with features like Client Groups, Engagements, Client Portals, and Group Billing.
67 articles
Client & Contact Structure Update Guides
Learn how to migrate your clients and contacts to the new client and contact structure
- Client & Contact Update Quickstart GuideA quick start guide to highlight the basics of the Update process
- How-to Video: The Client Record
- Client & Contact Settings: Linked Clients Settings
- How-to Video: Client Name Settings (Client & Contact Structure Update)
- How-to Video: Client Facing Name Settings (Client & Contact Update)
- Preparing for a Successful Update
- Client & Contact Update FAQ
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 record6 articles
- Client PortalLean how to manage the client portal and send portal invites4 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
QuickBooks Online Integration (QBO)
Integrate your Canopy account with QBO
Canopy Mobile App
Learn how to use the Canopy Mobile App
- Account Setup and Settings on MobileLogin, Switch Accounts, and Adjust Settings on Mobile2 articles
- Manage Clients and Contacts on MobileAdd Clients and Contacts and Send Portal Invites on Mobile7 articles
- Workflow on MobileManage Tasks and the Task List on Mobile5 articles
- Document Management on MobileManage files on the Canopy Mobile App1 article
- Time & Billing on MobileManage Time & Billing on Mobile3 articles