How to setup your Customer Portal

Canopy Welcome Series

Our first video in our Canopy Client Portal series, Makenzie shows us how to log in and navigate your new Client Portal.

08 May 2023

Mid Year Tax Planning

Mid Year Planning Now's The Time - Part 1 I can’t believe it is June already and almost half the year is nearly gone! I’m sure you’re not even thinking…
18 Nov 2025

No Tax on Social Security

No Tax on Social Security Continuing our One Big Beautiful Bill series, Bradley informs us about the No tax on Social Security section. Presenter: Bradley Triana https://www.youtube.com/watch?v=zg451MxUox4
02 Dec 2025

Cal Savers Requirements

Cal Savers Requirements An overview for Employers in CaliforniaWe’ve received several inquiries recently regarding the upcoming CalSavers compliance deadline coming up on December 31, 2025. CalSavers has been mailing several…