Canopy© Client Portal

Sending tax documents just got faster- and safer

Canopy© is a security-encrypted web portal to share 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 most preferred. Using the portal to send us your files is far more secure than an email attachment, which could be intercepted and viewed by anyone.

Start here

  1. New users must Contact us for initial portal setup.
  2. Returning users can access the Login page at any time.
  3. Remember to keep your username and password accessible and in a safe location.


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