We are utilizing Canopy as our new Client Portal, a secure online platform where clients can safely upload and access documents, view and complete tasks, communicate with our team, and manage billing—all in one centralized location.

Click on this link to watch a brief Introduction video on our client portal (2:35min)

1. Securely upload and download documents

2. View and complete assigned tasks or open items

3. Send and receive messages with our team in one place

4. Review and sign documents electronically

5. View invoices and make payments securely

6. Access prior documents and correspondence for easy reference

1. Visit our website at www.capatacpa.com

2. Click on the Client Login tab

3. Log in using your personalized username and password

4. Access and use the online services we’ve customized for you

You can access your account anytime—24/7—from any location with an internet connection.

1. Log in to your Canopy Client Portal.

2. From the left-hand menu, click Files.

3. Locate the document you want to review. You can use the search bar or filters available.

4. Click the document name to open it.

5. Once the document preview opens, select Download (or the download arrow icon on the upper right side of the screen).

6. Open the downloaded file on your computer.

7. Print the document using your PDF viewer: File > Print (or press Ctrl + P on Windows / Command + P on Mac).

Click on this link for resources on how to Print and Download documents in the client portal

1. Log in to the Client Portal and click the Files Tab

     2. Click the ‘Add a file‘ button at the bottom

     3. Select the file on your computer and click Open to upload it (alternatively, you can drag and drop files into the file location to upload them)

     4. In the provided text box, enter a file name

     5. Click save

Click on this link for more resources on how to Upload a File in the Client Portal

Click the Forgot Password link on the Client Login page. Enter the email address associated with your account, and you will receive an email with instructions to reset your password securely. If you do not see the email, please check your spam or junk folder. If you run into any issues don’t hesitate to reach out to adminteam@capatacpa.com or call 949-364-0334.

1. Log in to your  Client Portal.

2. Click your Client name in the bottom-left corner.

3. Select User Settings.

4. Click Change Password.

5. Enter your current password.

6. Enter and confirm your new password.

7. Click Save (or Update Password) to finalize the change.

Please note: When changing your password, your new password must be at least 15 characters long and include at least one letter and one number. For security purposes, do not use your first or last name and do not reuse a previous password.

Yes. Canopy’s Client Portal is secure and designed to protect your sensitive information. It uses bank-level encryption and secure authentication to safeguard data during transmission and storage, ensuring that documents, messages, and personal information are protected at all times.

Yes. You can access your Canopy Client Portal from your phone using any standard mobile web browser. The portal is mobile-friendly, allowing you to securely view documents, upload files, complete tasks, and communicate with our team while on the go.

There’s also a Canopy Client Portal app available for both iOS and Android devices that lets you securely share files, complete to-dos, e-sign documents, view invoices, make payments, and communicate with your firm right from your phone or tablet.

To start using the Client Portal, you need to download the Client Portal app. Search for “Canopy Client Portal” in the Apple App Store or Google Play Store.