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  1. Canopy
  2. 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
  • Status
  • Release Notes
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  • Privacy
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