Getting Started in Canopy
Get an overview of the basics of Canopy to get the most out of the software.
Set Up Account & Log in
- Set Up Your Canopy Account
- Get to Know the Canopy Home Page
- Enter Practitioner Details
- Update Your Canopy Profile
- Log in to Different Firms
- Reset a Forgotten Password
Sync Email & Calendar
- Connect an Email Account
- Connect a Yahoo Email Account
- Set Up a Shared Email Account
- Use the Global Inbox
- Turn Off Inbox Notifications
- Sync a Calendar
Set Account Notifications
Contacting the Support Team
FAQ
- FAQ | Pricing
- FAQ | Canopy Group Implementation Sessions
- FAQ | Contacts
- FAQ | Files
- FAQ | Tasks
- FAQ | Email