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Client Portal

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As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.

Whether you're at work, at home, or on vacation, you always have access to your tax returns, financial work papers, or accounting database.  Doing a refi and need to send your lendera copy of your tax return?  Simply download your copy from the portal (pdf) and email it to them!

This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files.

Click here to login to the secure portal.

To create a login for our secure portal (Canopy Tax) contact our office at (808) 529-1040