We use Canopy as our premier client portal, which makes working with us much easier. Everything lives in one simple, secure client portal—upload documents, message your team, and e-sign papers without email chains or printing. Uploading is effortless from your computer or phone. Snap a photo of a W-2 or receipt with your camera, or drag and drop a file.
The portal organizes it all and shows what’s still needed. Questions stay inside the portal, and signature requests appear in your to-do list so you can review and sign in a few taps. Clients handle most tasks from their phone in minutes, with far less stress and hassle.
Get Your Client Portal
Access Canopy's sign in page and begin your tax reduction journey with us.
