Set up a shared email account
If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.
- Practice Management
- Tax Resolution
- Canopy Mobile App
- Canopy First Steps
- Canopy Updates
- Canopy First Look Webinars
- Guides for your Clients
You have the ability to use shared email in Canopy. To get started, click on your profile on the global navigation bar.
1. Choose Settings on the pop-out menu.
2. Click Email & Calendar.
- This will open your Email & Calendar Settings
3. Select the Email you would like to make a Shared Account.
4. Check the Share this Account checkbox.
- By checking this box, you will be allowing your team members to send and reply to emails from the specified email address.