Guides, Videos, & Support

Getting Started in Canopy

Get an overview of the basics of Canopy to get the most out of the software.

How-To Videos

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.

Document Management

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.

Reporting

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!

Canopy Mobile App

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.

Partnerships

Canopy Updates

View official release notes and see what's on our radar in the roadmap!