• Client Portal

  Help your clients know how to navigate the Client Portal.

• What's New

  Explore new features and feature enhancements on a monthly basis.

• Quick Start Guide

  Support materials for your first steps in Canopy.

• Tax Resolution

  Support materials aimed for those with a Tax Resolution license.

• Practice Management

  Support materials aimed for users of the Practice Management license.

• Notices

  Support materials aimed for users of the Notices license.

• Custom Branding

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