Welcome to Canopy Associated Certification Level 1, your first step toward mastering the Canopy platform! This introductory course is designed to help you build a strong foundation in Canopy’s core features, empowering you to work more efficiently and serve your clients with confidence.

Prerequisites: None.        |           Estimated Time: 5 hours

Learning Objectives:

By the end of this certification, you’ll be able to:

✅ Understand the basics of the Canopy platform

✅ Navigate the Client Directory and identify its key components

✅ Securely share documents with clients using the Client Portal

✅ Build a task workflow from scratch using Canopy’s Workflow Builder

✅ Send invoices to clients via email or the Client Portal

Congratulations on reaching the next stage of your Canopy journey! The Canopy Expert Certification – Level 2 is designed for professionals who want to take their skills to the next level by leveraging advanced features and optimizing their workflows.

Prerequisites: Certified Associate (L1) Recommended        |           Estimated Time: 5 hours

Learning Objectives:

✅ Collaborate seamlessly with your team using custom permissions
✅ Manage clients more effectively with tags and custom fields
✅ Streamline operations with workflow automation
✅ Master advanced invoicing techniques for improved billing efficiency
✅ Send and manage engagements to ensure clear communication with clients

Description:  The Canopy Admin Learning Path is designed to help firm administrators efficiently set up and manage their Canopy account. This course covers essential administrative tasks, including configuring firm settings, managing team access, and customizing branding to ensure a seamless experience for both staff and clients.

Prerequisites: None.        |           Estimated Time: 40 minutes

Learning Objectives:

• Set up and update firm and account information, including company details and preferences.
• Invite and manage team members, assign roles, and configure permissions for secure access control
• Customize branding and client portal settings to align with your firm’s identity.
• Configure billing, subscription, and integrations for streamlined operations.

About This Learning Path
Welcome to the Canopy Insights Certification Level 3! Your official path to mastering all things Insights! This isn’t just about clicking around a dashboard. It’s about understanding your firm’s data, customizing it to fit your workflow, and turning numbers into smarter decisions. This certification includes all four Insights courses, organized to take you from curious beginner to confident data whiz.

Prerequisites: None
Estimated Time: 3 hours

Learning Objectives:

By the end of this certification, you’ll be able to:

✅ Understand what Insights is and how it helps you uncover patterns in your firm’s data

✅ Confidently navigate the Insights dashboard and interpret key metrics

✅ Customize tables, charts, and dashboards to fit your team’s needs

✅ Use filters and formulas to dig deeper into your data (without breaking a sweat)

✅ Save and share dashboards that keep your whole team in the loop

✅ Apply real-world scenarios to improve firm performance using Insights

Let’s make your data work for you. Ready to get certified? Let’s go!

Welcome to the Canopy Onboarding learning Path. This learning path is designed to complement your implementation process and help you to learn the basics of Canopy in short 15-minute courses. Each course focuses on a different module in Canopy and offers additional resources where you can learn more! 

Prerequisites: None.        |           Estimated Time: 2 hours

Learning Objectives:

By the end of this learning path, you’ll be able to:

✅ Add and manage Clients and Contacts 

✅ Create and manage tasks 

✅ Track time and create invoices 

✅ Organize and manage files and folders 

✅ Create a Liveboard in Insights