Canopy Portal

Important Update: Streamlining Your Experience with a New Platform

We are excited to announce a significant enhancement to our client services! To simplify your interactions with us, we are transitioning from using separate platforms (ShareFile.io and CPACharge.com) to a single, integrated solution—Canopy.With Canopy, you’ll now be able to:

Pay invoices quickly and securely.
Access tax documents in one convenient location.
This streamlined approach ensures a more efficient and seamless experience, reducing the need for multiple logins and providing everything you need in one place.

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.

Thank you for trusting us with your financial needs.

Login to your Canopy Portal

Login to Canopy for secure online payments and file management. 

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