Client Management & Client Portal
Learn about Canopy's Client Management solutions such as the Client Portal, Engagements, and Client Requests.
Client List 2.0
- Opt-In to and Opt-Out of Client List 2.0
- Navigate the Client List
- Canopy 101 - Add a Client
- Add a Client
- Search for Clients
- Get to Know the Client Record
Client Portal
Manage Contacts
- Add & Edit a Contact
- Import Contacts to Canopy
- Use Contact Import Templates
- Export Contacts from Your Current Software
- Export Contacts From Canopy
- Search for Contacts
Client Requests
- Create a New Client Request
- Use Client Request Templates
- Add Client Request Templates to Task Templates
- Create and Send Bulk Client Requests
- Send Drafted Client Requests in Bulk
- Send a Fillable PDF as a Client Request