How Do I Navigate The New Canopy Client Portal?

Navigating your new Canopy client portal is easy to do using the instructions outlined in this short video.

Watch the video below for step-by-step instructions on how to navigate your new Canopy client portal.


I’m Kristin, the PWCPA PC Customer Success Specialist. For more information about this topic, or any other, you can always reach me through our customer ticketing system.