Call 573.445.3805 to Schedule a Tax Appointment
Call Now

How to Use the Canopy Client Portal: A Step-by-Step Guide

8 Minute Read

At Accounting Plus, we use the Canopy Client Portal to make your tax filing and financial management as seamless as possible. With Canopy, you can securely upload your tax documents, track to-dos, pay invoices, and access important files—all from the convenience of your desktop or mobile device.

Here’s a guide to help you set up and navigate Canopy, along with tips to make the most of its features.

Getting Started with Canopy

Gain Access to Your Portal

To start using Canopy, you’ll need to reach out to us to request access. Once you’re added to the system, you’ll receive an email invitation with a link to activate your account.

Setting Up Your Account

  1. Open the email invitation and click the button to activate your account.
  2. Follow the prompts to set up your login credentials.
  3. Tip: Use SMS multifactor authentication for added reliability when logging into the portal.

Navigating The Canopy Portal.

1. Home Tab

The home screen provides an overview of your account:

  • View your to-dos, so you’ll know exactly what we need from you.
  • See recent files that we’ve uploaded for your review.
  • Stay updated with any notifications or important reminders.

2. To-Do Tab

This tab lists all the action items we’ve requested from you.

  • Check off tasks as you complete them to keep us informed.
  • Ensure you’re staying on track with document submissions and other essential steps.

3. Files Tab

The files tab allows you to:

  • View all your past financials and tax documents in one secure place.
  • Upload new files directly to the portal (instructions below).

4. Billing Tab

Manage your payments in the Billing section:

  • View invoices and outstanding balances.
  • Pay invoices securely with a credit card or bank account.
  • Save your payment details for future use by adding a credit card or bank account to your profile.

How to Upload Files to Canopy

Uploading your tax documents to Canopy is simple and secure. Follow these steps to ensure your documents are submitted correctly:

  1. Go to the Files Tab: Log in to the portal and click on the “Files” tab.
  2. Click the Add File Button: You’ll see an option to upload new files.
  3. Choose an Upload Method: Canopy offers three easy ways to upload your documents:
  • Scan with Camera: Opens your camera app, allowing you to take a photo of a printed document. This is great for submitting receipts or other physical paperwork.
  • Add from Photos: Opens your photo gallery, letting you upload an image or document you’ve already saved to your phone.
  • Upload from Files: Use this option to upload non-image files, like PDFs, stored in your phone’s file system.

Tip: For the best results, ensure your photos or scans are clear and legible before uploading.

Accessing Canopy on Your Phone or Computer

You can access the Canopy Client Portal from both your desktop and mobile device:

Using the mobile app makes it even easier to upload files on the go and stay connected, while the desktop version is perfect for when you’re working from your computer.

Troubleshooting

If you forget your password, resetting it is quick and easy:

  1. On the Canopy login page, click “Forgot Password?”
  2. Enter the email address associated with your account.
  3. Follow the instructions sent to your email to create a new password.

If you need additional assistance, don’t hesitate to reach out to us for help.

If you’re not receiving the multifactor authentication email to log into your Canopy account, you’ll need to reset your password to bypass the multifactor authentication process temporarily.

  1. Reset Your Password: On the login page, click “Forgot Password?” and follow the instructions in your email to create a new password.
  2. Log In with Your New Password: Once logged in, navigate to Settings > Multi-Factor Authentication.
  3. Set Up SMS Instead of Email: In the Multi-Factor Authentication settings, choose the option to receive your codes via text message (SMS) rather than email. The SMS option is more reliable and ensures you receive your codes promptly.
  4. Use SMS Moving Forward: The next time you log in, select SMS as your authentication method to receive the code via text.

If you encounter any issues during this process, don’t hesitate to reach out to us for assistance. We’re here to help!

Get Started with the Canopy Client Portal

The Canopy Client Portal is designed to simplify every step of the tax process, from submitting documents to paying invoices and tracking to-dos. By using this secure, paperless platform, you’ll save time, reduce stress, and stay organized throughout the year.

If you’re ready to get started, reach out to us to request access, or log in today to manage your account.

For further assistance, check out the helpful articles provided by Canopy:
Visit Canopy’s Client Help Center

At Accounting Plus, we’re here to make your financial journey as seamless as possible—let us know how we can help!

Back to Blog