Feature enhancements are posted in What's New on a monthly basis. Explore the new features and feature enhancements h...
Your first steps in Canopy
Step-by-step articles showing you how to complete processes relating to: tasks, emails, Esign, Dashboards, Files, Cal...
Tax Resolution & Notices
Support materials aimed for those with a Tax Resolution or Notices license.
Walk through the processes of customizing your Client Portal. Send articles to your clients to help them navigate the...
Support materials to guide you through Canopy account settings including integrations and mobile.