Getting Started in Canopy
Get an overview of the basics of Canopy to get the most out of the software.
Learn the Canopy software with on-demand training videos at your own pace.
User & Firm Administration
Learn how to manage team members, create teams, and more in your Canopy licenses.
Client Management & Client Portal
Learn about Canopy's Client Management solutions such as the Client Portal, Engagements, and Client Requests.
Workflow & Automation
Learn how to track work progress with ease. Canopy's Workflow helps you automate repeated tasks.
Learn how to upload, store, share documents, and request e-signatures from your clients.
Time & Billing
Learn how to configure invoices, payments, track your billable time, and more!
Tax Resolution & Notices
All about how to set up transcripts, notices, and collections.
Learn how to create reports in Canopy that help you understand employee productivity, profitability and more!
Integrations & API
Learn how to sync with third-parties like Quickbooks Online, Zapier, and the IRS!
Get work done by accessing Canopy on your mobile and via the practitioner app.
Guides for Your Clients
Guide your clients on how to use their client portal on the web and on mobile.
Locate or become a Canopy partner here!
View official release notes and see what's on our radar in the roadmap!
- Automating Tasks
- Use the AI Assistant to Draft an Email
- Create Task Templates
- Send a Contact File Using a Secure Link
- Send an eSign Request to Clients
- Install the Desktop Assistant
- Scan to Canopy With the Desktop Assistant
- Enable Automated Late Fees
- Updated Transcript Request Process | FAQ
- Transcript Status/Error Messages
- Use Client Surveys
- Annotate Files in the Canopy Practitioner App [iPad + Apple Pencil]
- Canopy & Tri-Merit Partnership
- Current Canopy Roadmap
- September 2023