Canopy© Client Portal

Sending tax documents just got faster- and safer

Canopy© is a secure and encrypted portal we use to communicate and exchange information with our clients. The portal can be used to send your tax organizer, tax form documents, and other related information. Most file types are accepted, with Adobe PDF and Microsoft applications preferred. Sending files via the portal is much more secure than email attachment due to built-in encryption technology.

Start here

New to the portal? Contact us for initial setup.

Login any time once access is granted.


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