Login to your secure client portal: your one-stop shop to send and access documents, communicate with your preparer, and pay invoices quickly and securely.

We are excited to announce a significant enhancement to our client services!

To simplify your interactions with us, we are transitioning to a single, integrated solution—Canopy. Within your Canopy Client Portal, you’ll now be able to:

• Pay invoices quickly and securely.
• Access tax documents in one convenient location.

We are confident this change will enhance the ease and convenience of working with us. If you have any questions or need assistance during this transition, please don’t hesitate to reach out.

If you have already been sent an invitation to the client portal, click to login. If you have yet to get a portal invitation, provide your name and email below and our staff will get you set up!

Thank you for trusting us with your financial needs.