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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.

Learn how to manage team members, create teams, and more in your Canopy licenses.

Learn about Canopy's Client Engagement solution with features like Client Portal, Engagements, Email, and Client Requests.

Learn about Canopy's Client & Contact Structure with features like Client Groups, Engagements, Client Portals, and Group Billing.

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.

Learn how to configure invoices, payments, track your billable time, and more!

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!

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.

Guide your clients on how to use their client portal on the web and on mobile.

Check out our Partnerships and Consulting services

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