Using our Client Portal is easy; we are able to seamlessly share documents, invoices, order IRS transcripts, and manage all the workflows for your business or tax preparation.
Upon receiving an invite from AFSG via email, you will be able to log into the Client Portal. After creating your account, you can log into the Client Portal at any time by navigating to the Client Portal URL or download the Canopy Client Portal App for mobile access.
Still need help setting up the first time? Visit Canopy Help Page for tutorials.