Client Portal

Check out our client portal, it is a secure place to share information, upload documents, and pay your invoices. 

Our client portal has an app that is easy to use from your phone, to the left is what it looks like. You can use it to easily and securely take pictures of documents to upload. The app is called ‘Canopy Client Portal.'

If you do not already have access to the portal, please give us a call, or send us an email to get your portal setup. 

Check out this link to a quick video on the great features that it has!  https://www.getcanopy.com/client-portal-app

Please use the green button below to be redirected to our client portal. This is a secure client portal to share information, and upload documents.