How To Upload Documents in Canopy

You will need to log into the Canopy and upload accounting and tax documents for sharing with the firm.

Log in to the Canopy portal using your internet password and ensure two-factor authentication is turned on.
Once logged in, navigate to the menu bar on the left, where you will see options like Home, To-Dos, and Files.
Click on the Files tab where you will find the option to add a file.
Choose the appropriate folder where the document should be uploaded.
Click on "Add File" and select the file from your desktop or designated location.
Name the file accordingly and click "Save" to upload it to the selected folder.
Verify that the file has been successfully uploaded by checking the folder where it was placed.

Ensure that you have the correct login credentials and two-factor authentication set up to access the Canopy portal.
Be cautious while selecting the folder to upload the document to, to avoid misplacement.
Double-check the file name and content before saving and uploading it to the portal.

Organize your documents on your desktop or in designated folders to easily locate and upload them to the Canopy portal.
Communicate with the team if you encounter any issues or have questions regarding the uploading process.
Regularly check the portal for any new tasks or files that need to be uploaded to stay up-to-date with the firm's requirements.