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.

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…
25 Aug 2021

Preparing for Your Organization’s Audit

Preparing for Your Organization's Audit Although not every nonprofit organization requires an audit, I always recommend that you prepare as if you were going to be audited. Why, you ask?…