• What's New

  Feature enhancements are posted in What's New on a monthly basis. Explore the new features and feature enhancements h...

• Getting Started

  Your first steps in Canopy

• Practice Management

  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.

• Client Portal

  Walk through the processes of customizing your Client Portal. Send articles to your clients to help them navigate the...

• Settings

  Support materials to guide you through Canopy account settings including integrations and mobile.