Secure Client Portal

Canopy Tax Portal

Use this portal to securely upload or download sensitive data to or from me. Once I set up your portal, you will receive a confirmation email with further instructions to create a password. The portal is a great location for temporary storage of your tax documents. Please download your sensitive  documents from the portal after a while because they will be removed after tax season. Once the portal is set up, you can sign in to it by clicking the link below.