Getting set up on the Client Portal App



Client Portal App Set Up Guides

Getting set up in the Canopy Client Portal App is easier than ever with our new PDF and Video set up guides. Download them below or share the link to this page to get started today.

Download the Client Portal App.

Modernizing how clients interact with their accounting firm. Clients will be able to securely share files, complete a to-do list for their case, esign documents, view invoices, and make payments all from a mobile device.  

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