Useful Client Links

As of December 2019, you can now download the Canopy Client Portal App from Google Play or iPhone App Store. 

​

The Canopy Client Portal is a highly secure software that is unique to accounting firms and their clients. It is the most secure way to share your confidential information with us and Canopy can be used on your desktop/laptop computer or mobile device. Download the client Canopy App from your mobile app store for easy, on-the-go access. Search Canopy Client Portal in the App Store.

​

In the Canopy Portal App you can:

• Upload files such as word documents, bank statements, photos, and spreadsheets

• View invoices

• View past payments

• Mark client requests as complete