Use the button above to download the Canopy app or access it online and we’ll get you all set up with your new client portal. You’ll be able to fill out your tax organizer, upload and even sign documents in a simple, user-friendly environment! We’re excited to be able to offer this new client experience this year!
If you don’t have your login yet, text PORTAL to (801) 753-8540 for an invitation!*
Send us your tax documents and information so we can get started on your tax return right away! If you would rather use email you can send your files to firstname.lastname@example.org.
View a demo of the Client Portal mobile app:
*Data and messaging rates may apply