Mobile App
12 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 the Client Portal App (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 on Mobile
- Complete a Fillable PDF on the Client Portal App
- How Do I Pay an Invoice in the Client Portal App?
- Upload a File on the Client Portal App