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.