Steps to access our Canopy Customer Management software.
- Call us and request an email link.
- Open the email and click on the link we sent.
- Click on the “Create Account” button. Use your email address and create your own password (write it down, no one else will know it)
- Click on “Sign In”
- You can then choose to “Upload” or “Request”
That’s it! You are in!
You will have access to your prior years tax returns and can print them as you need them. You will also be able to upload forms for us either from your email or by texting a photo from your smart phone.
To return to Canopy for future needs go to https://exclusivetax.clientportal.com
