Canopy users are able to use the same email account to log in to multiple firms. Typically, this would be done by consultants or practitioners who have moved from one firm to another.

Once logged in, users with multi-tenant access are able to quickly and easily switch between firms.

To get started, navigate to the Canopy login page. 

Select a Firm to Log-In

Upon logging into Canopy, users with multi-tenant access are prompted to select their firm.

1. Enter your Canopy login information and click Sign in.

2. Select the relevant firm from the dropdown menu.

3. Click Go to login to the selected firm.

Toggle Between Multiple Firms

Once you are signed in to one of your accounts, you can easily switch between your firms without logging out and back in!

1.  Click on your initials/profile picture in the bottom left-hand of Canopy.

2.  On the secondary menu that pops up, select Switch accounts.

3.  Select an option from the list of firms.

4.  Confirm this action by clicking Switch account.