Canopy Knowledge Base

In either the templates, or an individual letter, you can insert images (like letterhead) by selecting the Image icon to the right of the printer icon:
This will allow you to choose an image from your computer and use it in the letter:
You could also use this feature to add an image of your own personal signature onto engagement letters to clients. ...

When you create a client, you have the option to add their spouse to their contact card.
(If you haven't created a client in Canopy, click here for a great article to walk you through that process.)
If you no longer wish to have the taxpayer's spouse information visible on their contact card, you can hide it....

The letter generator facilitates e-signatures. After drafting a letter in Canopy, you can click the sign icon to load the signing interface. Here, you can add your own signature, add signature blocks for clients, and send the letter through a client...

You can export your client list from Canopy in a matter of seconds with our new Export feature.
At the top of your screen on the right-hand side, click the three stacked buttons.
A dropdown menu will appear. Select 'Export All Contacts'.