After installation, the magic happens when you interact with documents inside the Canopy web portal.
Once installed, click the icon in your Taskbar and using your Canopy credentials. For macOS: Select Download for Mac from the official landing page.
Interface directly with your physical scanner to upload paper documents directly into digital client files.
Open the downloaded package and follow the installation wizard.
Here are three compelling reasons to download the Desktop Assistant:
Directly "print" documents from any third-party software (like Excel or specialized tax software) into a client's specific folder in Canopy.
Canopy Desktop Assistant Fix Download Link
After installation, the magic happens when you interact with documents inside the Canopy web portal.
Once installed, click the icon in your Taskbar and using your Canopy credentials. For macOS: Select Download for Mac from the official landing page. canopy desktop assistant download
Interface directly with your physical scanner to upload paper documents directly into digital client files. After installation, the magic happens when you interact
Open the downloaded package and follow the installation wizard. canopy desktop assistant download
Here are three compelling reasons to download the Desktop Assistant:
Directly "print" documents from any third-party software (like Excel or specialized tax software) into a client's specific folder in Canopy.