Heads Up! If you see features in this article that aren’t in your account, this article may be what you're looking for instead.
The Client Record is a workspace where you can view all Canopy information about a specific client. You can add files, tasks, notes, resolution cases, and more from here. Additionally, this is where you can edit a client's information. The options displayed on the Client Record vary depending on what licenses you purchased in Canopy. Your access to any clients depends on admin-assigned permissions.
To get started, select a Client in Canopy or click Create and manage when creating a new client.
1. Click the Edit icon in line with Client Info to edit your client's information.
2. Click the + icon in line with the Client Portal section to send your client an invitation to the Client Portal.
3. Click the + icon in line with the Spouse, Dependents, or Important Clients sections to add existing Canopy clients as connections.
4. The Communication tab displays all emails sent between the firm and your client.
Canopy Tip: If you can't see full emails in the Communication tab, ensure your Admin has toggled on the Show Email Content permission for your role. Additionally, note the following important email visibility behaviors:
Emails sent from notifications@app.canopytax.com will not appear in your Communication tab or Sent box. These are recorded in automation logs instead, for confirmation purposes.
Your ability to view emails depends on explicit client-specific email imports and assigned user permissions. Make sure the relevant client's email is set to "Import" in Settings > Email & Calendar > Manage Email Contact Import.
Emails where you are a direct participant will always be visible to you, independent of the set permissions.
Shared email accounts with your firm may override these permissions.
When the Show Email Content permission is toggled off for a user, the Communication tab will hide email content visibility. To troubleshoot this, ensure that:
The correct permissions are enabled for your user role in the Admin settings.
The client's email is set to "Import" instead of "Ignore" under Manage Email Contact Import.
Your email account has been synced correctly in Settings > Email & Calendar to avoid missing emails.
For more information, refer to the Sync Email & Calendar section of Canopy's Knowledge Base. Beyond general synchronization, if emails are not appearing in your Communication tab or Sent folder, review the troubleshooting steps including ensuring proper permissions, syncing settings, and accurate import configurations for client-specific emails.
5. The Notes tab displays all important notes you and your team have made regarding this client.
Create a Client NoteMake important notes about key details pertaining to all client interactions under the Notes tab on the Client Record. |
Click the Write a new note field to create a note.Click any existing note, then click Edit to make changes.
Utilize the toolbar across the top of your Note screen to format your note.
Click Add note.
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5. The Files tab displays all files you have uploaded and assigned to this client's Client Record.
For more information, refer to the Files section of Canopy's Knowledge Base.
6. The Tasks tab displays both active and completed tasks connected to your client.
For more information, refer to the Tasks section of Canopy's Knowledge Base.
7. The Resolution Cases tab displays all active cases connected to your client.
For more information, refer to the Resolution Cases section of Canopy's Knowledge Base.
8. The Organizers tab displays all active and completed organizers connected to your client.
For more information, refer to the Organizers section of Canopy's Knowledge Base.
9. The Transcripts tab displays previously-requested Transcript Reports connected to your client.
For more information, refer to the Transcripts section of Canopy's Knowledge Base.
10. The Billing tab displays all invoices, payments, credits, and statements connected to this client.
For more information, refer to the Time & Billing section of Canopy's Knowledge Base.
Notifications Email Visibility and Sent Folder Behavior
Emails sent from notifications@app.canopytax.com will not appear in your Communication tab or Sent box, as they are tracked in automation logs. To review email statuses, access these logs via your Canopy settings. Additionally, emails are generally organized under their respective client’s Communication tab rather than a general Sent folder.
11. The Time Entries tab displays all time entries connected to this client.
For more information, refer to the Time Tracking section of Canopy's Knowledge Base.