In this lesson:
One of the first steps in setting up Canopy is to enter the information for your firm, as well as your own personal information. As an admin you will also help assist practitioners enter their information. This enables that info to be displayed on emails and invoices later on.
If this is your first time logging into Canopy, you might be prompted to fill a lot of this out as part of setting up your account. If you have logged in before and already entered that information, you can still access it to make changes. Either way, the process is similar.
No, it's not flashy. But this a good step to complete now!
Accessing Account Settings
You can access firm and personal information, as well as a host of other options, from the Settings menu.
💻 Follow along with an in-app guide: Add Practitioner and Firm Information
To get there:
- Navigate to your profile avatar (at the very bottom of the navigation bar).
- It appears with your picture after you add one. Otherwise, you'll see your initials.
- It appears with your picture after you add one. Otherwise, you'll see your initials.
- Click the circle.
- In the second menu, choose Settings.
This lands you on the Settings page.
On the left-side of settings, you'll see the menus you can enter. In general, the top pane is mainly for your firm. The bottom pane is for your personal account.
Entering Firm Information
For editing firm information, click on the tab that says Company.
Here you can enter your firm name, EIN, firm size, and firm specialties (those last three are private and won't be displayed on any client-facing materials). Below those fields are where you can enter your firm's address, email, billing email, phone, fax (if applicable), and website.
As a best practice, it's recommended that you put more generic information in the phone and email fields, for example, a front desk phone number or a support email address. Now you can add a separate billing email address.
Note: If using auto-fill features to input address information, double-check the state field, as auto-fill usually leaves it blank.
Once you've entered all the information needed, click Save Changes at the bottom of the screen.
Entering Practitioner Information
With firm information checked off, you can set up information for yourself.
From within the Settings page, go down to the Profile tab on the left side.
At the very top of this screen, you'll see your name and email next to your profile icon. This is where you can upload a fun profile picture if you'd like. Or you can leave it as the default, which displays your initials.
Just below that information, there are two tabs. One for your User Profile, and one for Practitioner Details. Right now it should be on User Profile, so let's take a look at that first.
As you scroll down through this page, you'll see where you can edit your name, add a Profile Name (an internally facing way to display your name to your teammates), add your phone number, edit your email address, change your password, and other features.
Near the bottom of the page are options to set up text messages and authentication apps for Two-Factor Authentication. We covered this in the last lesson, but here is a way to learn how to set those up.
Make sure to hit Save Changes at the bottom.
Heads-up!
As an admin you can share this article with your team members to help them set up their own practitioner details!
If you scroll back up to the top of the page, we can select Practitioner details. The fields that appear related to your details and credentials with the IRS. Filling this information out here will save it for any IRS forms that you work on in Canopy and auto-populate those fields in that form.
Note: When putting in your CAF number, you only need to input the 9 digits of your number (e.g. xxxx-xxxxx). The "-R" at the end is automatically added to the forms by Canopy.
Note: You cannot apply for CAF numbers through Canopy. This can only be done through the IRS. For more info, click here.
Be sure to hit Save Changes at the bottom of the screen.
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