Product Tutorials

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Canopy: The Accounting Software for Your Firm

  • An In-Depth Look

    This 25 minute video will give you a top to bottom look at how Canopy works and how it can help benefit your firm.

  • Canopy Navigation Introduction

    Take a high-level view of how Canopy is organized, and how to start working efficiently in your firm.

  • Canopy Settings and Configuration

    An in-depth overview of how to configure personal settings, connect email, and setup company information.


CRM & Client Portal

  • Client Configuration

    Learn to manage your clients in bulk, sort and filter, and manage client records.

  • Client Communication

    Learn to quickly communicate with clients using Canopy Client Portal, Client Requests, and integrated email communication.

  • Client Portal Overview

    Introduction to the Canopy Client Portal and how clients can accomplish tasks, upload files, and make payments.

  • QuickBooks® Online Integration

    Learn how the QuickBooks® Online integration works, and how to configure it correctly with your Canopy account.


Document Management

  • File Movement

    Explore how to move files in and out of Canopy easily and in bulk.

  • File Management

    Manage files inside Canopy with annotations and PDF document management.

  • File Editing

    Learn to edit files using your native desktop software and allow Canopy to take care of updating version and storing the files.


Time & Billing

  • Time and Billing Configuration

    Configure your Canopy account to create accurate reports and record the correct information for time tracking and billing.

  • Billing and Invoicing Dashboard and Reports

    View dashboards, invoice statuses, and more at a glance, as well as reporting on time, billing, and payments.

  • Billable Time, WIP and Productivity Reports

    View billable time, track productivity of team members and projects, and bill using the WIP report.


Workflow

  • Tasks Dashboard

    See every moving piece at a glance with the Tasks Dashboard.

  • Task Templates

    Deliver consistent results with task templates to standardize service offerings throughout your firm.

  • Recurring Tasks

    Automate recurring tasks and set reminders to keep your team on track.


Tax Resolution

  • Notices Tool

    Handle notices from the IRS with ease and efficiency.

  • Collections Cases

    Be the hero for your clients and help them handle their collections cases.

Canopy: The Accounting Software for Your Firm

  • An In-Depth Look

    This 25 minute video will give you a top to bottom look at how Canopy works and how it can help benefit your firm.

  • Canopy Navigation Introduction

    Take a high-level view of how Canopy is organized, and how to start working efficiently in your firm.

  • Canopy Settings and Configuration

    An in-depth overview of how to configure personal settings, connect email, and setup company information.


CRM & CLIENT PORTAL

  • Client Configuration

    Learn to manage your clients in bulk, sort and filter, and manage client records.

  • Client Communications

    Learn to quickly communicate with clients using Canopy Client Portal, Client Requests, and integrated email communication.

  • Client Portal Overview

    Introduction to the Canopy Client Portal and how clients can accomplish tasks, upload files, and make payments.

  • QuickBooks® Online Integration

    Learn how the QuickBooks® Online integration works, and how to configure it correctly with your Canopy account.


Document Management

  • File Movement

    Explore how to move files in and out of Canopy easily and in bulk.

  • File Management

    Manage files inside Canopy with annotations and PDF document management.

  • File Editing

    Learn to edit files using your native desktop software and allow Canopy to take care of updating version and storing the files.


Time & Billing

  • Billing and Invoicing Configuration

    Configure your Canopy account to create accurate reports and record the correct information for Billing and Invoicing.

  • Billing and Invoicing Dashboard and Reports

    View dashboards, invoice statuses, and more at a glance, as well as reporting on time, billing, and payments.

  • Billable Time, WIP and Productivity Reports

    View billable time, track productivity of team members and projects, and bill using the WIP report.


Workflow

  • Tasks Dashboard

    See every moving piece at a glance with the Tasks Dashboard.

  • Task Templates

    Deliver consistent results with task templates to standardize service offerings throughout your firm.

  • Recurring Tasks

    Automate recurring tasks and set reminders to keep your team on track.


Tax Resolution

  • Notices Tool

    Handle notices from the IRS with ease and efficiency.

  • Collections Cases

    Be the hero for your clients and help them handle their collections cases.