Guides, Videos, & Support
Unclunk Your Canopy Skills
Most practitioners search for: Task Templates, Mobile App, eSign Requests Transcript Errors
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Getting Started in Canopy
Get an overview of the basics of Canopy to get the most out of the software.
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How-To Videos
Learn the Canopy software with on-demand training videos at your own pace.
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User & Firm Administration
Learn how to manage team members, create teams, and more in your Canopy licenses.
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Client Management & Client Portal
Learn about Canopy's Client Management solutions such as the Client Portal, Engagements, and Client Requests.
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Workflow & Automation
Learn how to track work progress with ease. Canopy's Workflow helps you automate repeated tasks.
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Document Management
Learn how to upload, store, share documents, and request e-signatures from your clients.
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Time & Billing
Learn how to configure invoices, payments, track your billable time, and more!
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Tax Resolution & Notices
All about how to set up transcripts, notices, and collections.
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Reporting
Learn how to create reports in Canopy that help you understand employee productivity, profitability and more!
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Integrations & API
Learn how to sync with third-parties like Quickbooks Online, Zapier, and the IRS!
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Canopy Mobile App
Get work done by accessing Canopy on your mobile and via the practitioner app.
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Guides for Your Clients
Guide your clients on how to use their client portal on the web and on mobile.
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Canopy Updates
View official release notes and see what's on our radar in the roadmap!
Promoted articles
- Automating Tasks
- Use the AI Assistant in the Global Inbox
- Create Task Templates
- Share a Contact File Using a Secure Link
- Send an eSign Request to Clients
- Install the Desktop Assistant
- Connect the Scanner Software to the Canopy 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]
- Current Canopy Roadmap
- May 2023
- April 2023