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Canopy
Guides for Your Clients
Guides for Your Clients
Guide your clients on how to use their client portal on the web and on mobile.
Setup
Log in
Log in to Different Firms
Switch Between Client Portals on the Web
Client Portal Settings
Mobile App
Log in to the Client Portal Mobile App
Switch Between Accounting Firms on Mobile
Switching Between Client Portals on Mobile
Navigate the Client Portal on Mobile
Complete a Client Request on the Mobile App
Complete an eSign Request
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To-Do List
Complete an Individual Tax Organizer
Complete a Business Tax Organizer
Complete a Client Survey
Complete a Client Request
Complete an eSign Request
Complete a Fillable PDF
Files
Navigate the Files Tab
Upload a File
Upload Files Using a Secure Link
Print and Download a File
Payments
Save Payment Information
Review Invoices
Make a Payment
View Your Payment History