This video will give you an overview of how to create a client in Canopy, open a client portal, share a file with contacts, and view the client experience.
Related articles:Adding a ClientInviting Clients to the Client Portal
This video will help you learn how to navigate between clients within the app, access requested files, manage the client portal, and create followup tasks.
Related articles:Managing Files in CanopyCreating TasksGetting to Know the Tasks Dashboard
Communicating successfully with your clients is essential to the success of your tax practice. Canopy helps you to manage and optimize the email communication with your clients.
Related Articles:Sending Bulk EmailsCreating a New Client Request
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