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Canopy Onboarding
Canopy Admin Training
1. Set up your Canopy Account

1. Set up your Canopy Account

Learn how to set up your account including your firm and practitioner information, custom branding and billing settings.

1.1 Get Started In Canopy!
1.2 Set up Firm and Practitioner Info
1.3 Customize your Firm's Branding on Canopy
1.4 Manage Billing Settings
1.5 Get Help from Support Resources

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