Guides for Your Clients
Guide your clients on how to use their client portal on the web and on mobile.
38 articles
- How do I review and sign an Engagement?
- Complete an Individual Tax Organizer
- Complete a Business Tax Organizer in the Client Portal
- Complete a Client Survey
- Complete a Client Request in the Client Portal
- Complete an eSign Request
- Complete a Fillable PDF in the Client Portal
- How do I open and fill out a Questionnaire as a Client?
- How do I upload files using a Document Checklist as a Client?
- How do I upload files using a Document Checklist in the Client Portal App?
- How do I review and sign an Engagement in the Canopy Client Portal App?
- Log in to the Client Portal Mobile App
- How Do I Switch Between Client Portals on Mobile?
- Navigate the Client Portal on Mobile
- Complete a Client Request on the Mobile App
- Complete an eSign Request on Mobile
- Complete a Fillable PDF on the Client Portal App
- How Do I Pay an Invoice in the Client Portal App?
- How Do I Upload a File on the Client Portal App?
- How Do I Scan a Document in the Client Portal App?
- Complete a Questionnaire on the Client Portal App
- Manage Payment Methods and Setup Apple Pay in the Client Portal App
- How Do I View Engagements on a Client Record in the Practitioner App?Viewing engagement status, signers, and linked tasks from your mobile device
Communications
Learn how to communicate with your practitioner!