Client Portal Help Articles
You can jump directly to help articles on this page clicking the links below:
Click on any of the headings of the articles below to see more detailed instructions including videos and step-by-step pictures
Setup:
How-to: Login to the Client Portal for the first time
1. Click Create Account from your invitation email.
2. Enter your account information.
3. Type your preferred password in the Create Password field.
4. Agree to the Terms of Service and Privacy Policy.
5. Click Sign In.
6. Enter your Email and Password.
7. Click Sign in.
Two-Factor Authentication
8. Choose a method to receive the code.
9. Enter the code you received in the digit field.
10. Click Next to enter your account!
Switch Between Client Portals on the Web
1. On any tab, click the name on the bottom left.
2. In the list that pops up, select the client portal you want to view.
Troubleshooting:
You may have trouble finding the verification email. No worries, though. Try the following tips to see if it resolves your issue.
If you haven't already, check your Spam/Junk folder in your email account.
Sometimes that email likes to hide in Spam/Junk until you mark it as “not spam”.
If you aren’t seeing anything there, type “Canopy” in the search bar of your email account.
The results will show any email with the keyword “Canopy” in it, so this should bring up the 2FA email!
Click on any of the headings of the articles below to see more detailed instructions including videos and step-by-step pictures
To Do List:
How do I review and sign and Engagement?
Open the Engagement
Review the Introduction
Review Services
Review Terms
Sign and Authorize Payment
Download PDF
Complete Knowledge-Based Authentication
1. Go to your To-Do list in the client portal and select an eSign Request.
2. Click View and sign to see the document.
3. Click I'm ready to start the Signer Authentication process.
4. Enter your ID information and click Begin.
5. Select an answer for the authentication questions and click Next.
6. After you select an answer for the final section, click Submit answers.
7. Follow the eSign instructions above.
Complete an eSign Request in the Client Portal
1. Log in to your Client Portal and navigate to your To-do list on the left-side column.
2. Select an eSign Request from the To-do list. eSign Requests have an icon of a signing pen.
3. Review any instructions or comments from your accountant.
4. Click on View and sign to see the document.
5. Click Start.
6. Click on the green My Signature box.
7. Enter your name in the provided text box.
8. Select a Signature Style from the available options.
9. Check I agree to be legally bound by this document.
10. Click Add signature.
11. Select Next.
12. To complete the eSign, click Send on the top-right and bottom of the page or Review at the bottom of the document.
Complete eSign After a Failed KBA
1. Click the Download icon to download the eSign document.
2. Click the Print icon to print the document.
3. Sign the document and scan it to your computer.
4. Click Choose file and select the signed file from your computer.
5. Click Upload and send.
Complete an eSign Request with Secure Links
1. Navigate to the eSign request email from your practitioner.
2. Click eSign now.
3. Once the page opens, click View and eSign.
4. Click Start.
5. Click on the green My Signature box.
6. Enter your name in the provided text box.
7. Select a Signature Style from the available options.
8. Check the I agree to be legally bound by this document box.
9. Click Add signature.
10. Select Next.
11. To complete the eSign, click Send on the top-right and bottom of the page or Review at the bottom of the document.
12. Once the file sends successfully, you are done!
Click on any of the headings of the articles below to see more detailed instructions including videos and step-by-step pictures
Files:
Navigate the Files Tab
1. Click on the Files option on the left side of the home screen and search for a file name in the search box.
2. Click on the Filter icon to select a filtering option for the listed files.
3. Click on the in-line checkbox to select a file.
4. Click on an individual file to open the file previewer.
Print and Download a File
1. To get started, log in to the Client Portal and click the Files tab on the left.
2. Click on the file you want to download.
3. Click on the Download icon on the top right to download the file.
4. Click on the Print icon to print the file.
Upload a File Through Your Browser
1. Log in to the Client Portal and click the Files tab.
2. Click Add a File.
3. Select the file on your computer and click Open to upload it.
4. Alternatively, you can drag and drop files into the file location to upload them.
5. In the provided text box, enter a file name.
6. Click Save.
Upload a File on the Mobile App
1. Tap on the Files tab.
2. Tap Add a file.
3. Choose from the available file upload options.
4. Tap to select a file. Then, select any additional files to add them to the selection.
5. Tap Select to upload the files.
Click on any of the headings of the articles below to see more detailed instructions including videos and step-by-step pictures
Payments:
Make a Payment
1. Log in to your Client Portal and go to the Billing section on the left.
2. Select an Invoice to pay. Or, you can click Make a payment.
3. Select each outstanding invoice you want to apply a payment to by clicking the in-line checkbox.
4. Input a new number into an invoice's provided payment amount box to make a partial payment.
5. Confirm the Total Payment amount and click Continue.
6. Change the Payment date to change when your payment posts to your account.
7. Select a Payment method for your payment.
8. Click Continue.
9. Verify your payment information is correct and click Confirm and pay.
10. Click Done to return to the portal.
Review Invoices
1. Click the Billing tab.
2. Select an outstanding Invoice.
3. You can Print or Download an invoice by clicking the associated icon in the top right.
Save Payment Information in the Client Portal
Click on your profile photo or name in the bottom-left corner of the Client Portal.
Select Payment Settings from the menu.
Select Add bank account or Add credit card.
Complete the bank account or credit card information.
(Optional) Check the box next to Make default payment method if you want this method prioritized.
Click Save account or Save card to save your information.
View Your Payment History
1. Click Billing in the navigation column.
2. Click Payment history.
3. Click on a Payment to view its receipt.
4. Print or Download the payment receipt by clicking on the corresponding icon.
5. Click Back to return to the Payment History page.