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 course, 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