Implementation & Account Set Up

Canopy Account Set Up Videos

• Set up your Canopy Account and Customize Settings
• Import and Manage your Clients
• Start Using the Client Portal
• Get Started with Tax Resolution

Self Implementation Training

• 1. Welcome to Canopy!
• 2. Import Client Data
• 3. The Client Portal
• 4. Document Management
• 5. Workflow
• 6. Time and Billing

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Set Up Account & Log in

• Set Up Your Canopy Account
• Get to Know the Canopy Home Page
• Enter Practitioner Details
• Update Your Canopy Profile
• Log in to Different Firms
• Reset a Forgotten Password

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Sync Email & Calendar

• Connect an Email Account
• Connect a Yahoo Email Account
• Set Up a Shared Email Account
• Use the Global Inbox
• Turn Off Inbox Notifications
• Sync a Calendar

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Exporting & Importing Client Lists

• Implementation Guide: Import Client Lists with Our Team
• Export Client Lists from Your Current Software
• Use Client Import Templates
• Import Clients to Canopy
• Export Client Lists From Canopy

Set Account Notifications

• Navigate to Notifications
• Set Notification Preferences

Contacting the Support Team

• Contact Canopy Customer Support

FAQ

• FAQ | Pricing
• FAQ | Clients
• FAQ | Files
• FAQ | Tasks
• FAQ | Email
• FAQ | Calendar

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