Canopy Desktop Assistant Download ((top)) Instant

: Follow the prompts to install on your main hard drive.

Downloading and installing the assistant takes only a few minutes, but the time saved over the course of a tax season or audit cycle is substantial. If your firm relies on Canopy for practice management, ensuring every team member has the Desktop Assistant installed is a crucial step toward building a fully optimized, digital-first workflow.

Here’s a step-by-step guide to downloading and installing the (commonly used with Canopy tax and accounting software by CCH, a Wolters Kluwer brand).

Once the file is downloaded, locate it in your Downloads folder and double-click to run the installation. canopy desktop assistant download

Interface directly with your physical scanner to upload paper documents directly into digital client files.

: Log in to your Canopy web app → Go to Settings → Desktop Assistant → Click Download Installer .

: Use the Windows Fax and Scan app to scan documents. Choose "Scan to Canopy" as the destination to upload them directly to a client's folder. : Follow the prompts to install on your main hard drive

While both tools facilitate file management, they serve different purposes:

Once installed, click the icon in your Taskbar and using your Canopy credentials. For macOS: Select Download for Mac from the official landing page.

The Canopy Desktop Assistant download is available for both Windows and macOS. For Windows: Here’s a step-by-step guide to downloading and installing

There are typically two ways to find the installer:

: Log in when prompted and close the installer once complete.