We use a secure client portal called Canopy to make is easier for you to securely access and provide important tax documents.
Here’s what you can do from your portal:
- Download your completed tax returns. No need to turn your office drawers upside down to find for old your paper copies.
- Send us your documents. Upload your PDF, QuickBooks files, Excel spreadsheet and financial statements! Everything is encrypted, simple to use, and more secure than email.
- Access your bookkeeping files. Consult your updated bookkeeping records at anytime.
New client will receive an invitation to create a username and password to login.
You can login here: https://bokaccounting.clientportal.com
PS: This link is accessible from our Home page!