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You are here: Home / News / Help / Support / Client Portal: How to Login

Client Portal: How to Login

posted on December 3, 2020

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!

Need help getting started? Here are detailed instructions
Client Portal – Mobile
Client Portal – Desktop

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