We are excited you are here and look forward to assisting you through your new client portal. The purpose is to make your life easier, while securely being able to communicate, share files, and obtain signatures all in one location. The best part, you can do all of this via your computer, or mobile phone.
Security & Privacy The #1 Reason to Use the Client Portal
We want to protect your personal data and identity. We appreciate your trusting us with your personal information, and the best way we can protect you is through Canopy’s portal where you are able to upload your information easily and securely.
Mobile Cloud based portal
You can be anywhere at anytime to look up your personal portal to obtain supporting documents, view completed tax returns, invoices, or communicate with us.