Practice Management

Simplify New Customer Onboarding

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 Client
Inviting Clients to the Client Portal

Practice Management

Handle Interruptions Without Getting Interrupted

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 Canopy
Creating Tasks
Getting to Know the Tasks Dashboard

Practice Management

Never Search Your Emails Again

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 Emails
Creating a New Client Request