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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.
64 articles
Use Import Templates
Set Up a New Client
Explore the Client List
Understand Client Record Templates
Access the Client Record
Create Client Portal Invitation Templates
Invite Contacts to the Client Portal
Send Client Portal Invites in Bulk
Explore Client Groups
Manage Client Groups
Use the Contact List
Archive and Delete Contacts
Use Connections
Send a Client Request
Generate & Send Bulk Client Requests
Create & Send an eSign Request
Resend an eSign Request on Mobile
Manage Email Communications
Manage Files
Design a Letter Template
Create a Letter
Explore the Engagement Builder
Prepare & Send Engagements
Duplicating Engagements
Generate an Invoice
Create Bulk Invoice
Access the WIP Report
Explore Group Billing
Review Statements
Analyze the Profitability Report
Connect Your Canopy Account with QBO
Fix Duplicate and Unmatched Clients in Bulk
Sync Payments & Credits with Quickbooks Online (QBO)
Sync Category, Class, & Location Fields
Explore Single Client Sync
Handle QBO Sync Errors in Invoices
Restart Your QBO Integration
Use the Individual Tax Organizer
Explore the Business Tax Organizer
Understand the IRS Sign-In Process
Request Transcripts
Set Up & Manage Notices
Log in to Canopy Mobile
Adjust Mobile Settings
Add & Edit Clients on the Android Practitioner App
Add & Edit Clients on the iOS Practitioner App
Handle Contacts in Mobile
Oversee Clients on Mobile
Create a Task on Mobile
Modify a Task on Mobile
Organize the Mobile Tasks List
Manage a Task in Mobile
Use Timers on the Mobile Dashboard
Track Time in Mobile
Manage Files on Mobile
Annotate Files in the Canopy Practitioner App [iPad + Apple Pencil]
Annotate Files in the Canopy Practitioner App [Mobile]
Complete a Fillable PDF on Mobile
Send a Client Request on Mobile
Handle Client Requests on Mobile
Manage Billing in Canopy Mobile
Receive Client Payments On-The-Go
Switch Firm Accounts on Mobile
Create Contacts on the Mobile App