Client Sign-in: Client Access to Our Services 24/7/365

• Private portals offer you an easy way to access documents and software, share data and collaborate in real time. As private, secure extensions of our website, portals give our clients anytime online access to our services. Share documents and more, private, secure portals enable clients to retrieve,  and review personal financial documents, tax returns, and use convenient online bill pay and communication tools.

• HOW DO I ACCESS CANOPY PORTAL?
  1. Initially we will send you an email invite, you’ll use your email address and set up a password.
  2. Anytime thereafter you can visit our website
  3. Click on the “client sign-in” link
  4. Log in using your email address and password
  5. Start using your portal

• Questions on Using the Client Portal and Mobile App

  HELP / Click on: https://help.clientportal.com/

o    CANOPY PORTAL IS LIKE A VIRTUAL VISIT TO OUR OFFICE

• Convenient— Access your information 24 hours a day, 7 days a week, from your home, your bank, your office…anywhere!
• Secure— Enter your own password-protected portal where only you and we can access your files.
• Fast— Updates you make are available to us instantly.

o    UPLOAD VIA SMARTPHONE OR ANDROID PHONE

The application to download to your phone from the App Store or Google play is: