Canopy is professional tax software for the modern accounting practice. Practice Management, Tax Resolution, Tax Preparation and more all in one place.

Canopy is professional tax software for the modern accounting practice. Practice Management, Tax Resolution, Tax Preparation and more all in one place.

Looking for an easy-to-use, secure, and custom accounting client portal that is free for your clients - look no further! Explore Canopy client portal software!

Welcome to the client portal. Canopy is professional tax software for the modern accounting practice. Practice Management, Tax Resolution, Tax Preparation and more all in one place.

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After creating your account, log into the Client Portal at any time by navigating to clientportal.com. All client portal sign-ins need two-factor authentication, for added security. Those steps are also covered …

Canopy is professional tax software for the modern accounting practice. Practice Management, Tax Resolution, Tax Preparation and more all in one place.

Use the Client Portal to securely send all necessary files. The Client Portal enables you to send questions directly to your accountant. Follow up, ask for clarity, and more. Note: If your...

Getting set up in the Canopy Client Portal App is easier than ever with our new PDF and Video set up guides. Download them below or share the link to this page to get started today.