As a valued client, you receive a secure, password-protected portal to store and access your important documents from anywhere at any time.

Our client portal allows us to work together efficiently by securely exchanging documents, scanned receipts, QuickBooks files, and other needed information including electronic signatures.


Canopy has simplified how you share files and exchange information with your accountant. This app is designed for you, the client. You have likely been invited to the Canopy Client Portal by your tax professional, including access to the Client Portal via your preferred mobile device.

  • Check off your To-Do List

  • Intuitive workflows and a prominent display will keep your upcoming tasks and follow-ups crystal clear.

  • Upload Files from your Device

  • End the continuous shuffling of papers back and forth between your tax professional’s office and your home. Use the Client Portal to securely send all necessary files.

  • Ask Questions Anytime

  • The Client Portal enables you to send questions directly to your accountant. Follow up, ask for clarity, and more.