• What's New

  Explore new features and feature enhancements on a monthly basis.

• Getting Started

  Navigate your first steps in Canopy including transcripts and importing contacts.

• Client Portal

  Help your clients know how to navigate the Client Portal.

• Practice Management

  Support materials aimed for users of the Practice Management license.

• Custom Branding

  Support materials for admin users with access to Custom Branding in Canopy.

• Tax Resolution & Notices

  Support materials aimed for those with a Tax Resolution license or a Notices license.