Guides for the Client Portal
Guide your clients on how to use their client portal on the web and on mobile.
33 articles
How do I review and sign an Engagement in the Canopy Client Portal App?
Log in to the Client Portal Mobile App
Set Up Multi-Factor Authentication on Mobile
Scan a Document on Mobile
Switch Between Accounting Firms on Mobile
Switching Between Client Portals on Mobile
Navigate the Client Portal on Mobile
Complete a Client Request on the Mobile App
Complete an eSign Request
Complete a Fillable PDF on Mobile
Make a Payment on Mobile
Upload a File on the Client Portal App