Useful Client Links
To help keep you organized and us accessible
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 past payments
Mark client requests as complete
If you have any issues with these links, please contact us