New Client Portal - Canopy
We’ve Moved to a New Client Portal: Canopy
To better serve you with faster, more secure, and user-friendly technology, we are no longer using the Thomson Reuters/NetClient CS portal.
Our firm has officially transitioned to the Canopy Client Portal for all document sharing, e-signature requests, tax organizers, invoices, and secure messaging.
🔐 What This Means for You
You will no longer access your documents or upload tax information through the old Thomson Reuters portal.
All client activity will now take place through Canopy.
🚀 How to Access the Canopy Portal
You will receive (or may have already received) an email invitation from us through Canopy. Here’s what to do:
✅ If This is Your First Time Logging In:
Open the email invitation from our firm via Canopy.
The subject line will reference “Client Portal Invitation” or “Access Your Account.”
Click the secure link in the email to set up your account.
Create your password when prompted.
Once your account is set up, you can log in anytime at:
👉 https://app.canopytax.com/client-portal
✅ If You’ve Already Set Up Your Account:
You can log in directly by going to:
👉 https://app.canopytax.com/client-portal
Use your email and password to access your portal.
📲 Mobile Access (Optional but Recommended)
Canopy also offers a free mobile app:
Search “Canopy Client Portal” in the App Store (iPhone) or Google Play (Android).
Log in using the same email and password.
⚠️ Need a New Invitation or Didn’t Receive the Email?
Just call our office or send us a quick message, and we’ll resend your portal link right away.
✅ What You Can Do in the New Portal:
Securely upload tax documents
Sign forms electronically
View completed returns and prior-year documents
Receive and send secure messages
Pay invoices and view statements
We appreciate your cooperation during this transition and are confident you will find the Canopy portal easier, faster, and more convenient.
If you need assistance getting logged in, please contact our office—we’re happy to help!