To better serve our clients, we have implemented a new Client Portal through Canopy. The Client Portal is a secure online platform that allows you to conveniently access and manage your financial information. It provides a central hub where you can view reports, esign documents, view invoices, make payments and access important documents anytime, anywhere.
Contact our office if you would like to receive an invitation. Once your account has been created, you can access the Client Portal by logging in below or through the Canopy Client Portal app available in the Apple App Store or Google Play Store.
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