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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.

76 articles
Client Management

Learn how to set up clients and use the client list


Engagements

Learn how to create Engagements in Canopy


Duplicating Engagements
Prepare & Send Engagements
Canopy Mobile App

Learn how to use the Canopy Mobile App