We have made it really easy to provide your tax documents.
You can take quick snapshots from your phone or use your computer to upload other formats (PDF, Excel, Word).
Securely upload from your computer
- Login to you client portal. The link is available from our web site
- Navigate to Files
- Select Add a File button.
- Select all the files you need to upload.
We will receive a notification and we will organize your files in the correct folder.
Securely Scan from your phone
- Install the Canopy Client Portal app on your phone (IOS or Android)
- Login to the app and navigate to Files, select Add a File and Scan with camera.
- Scan all pages for a single document
- Save the scan with a name describing the document
- Repeat for all your documents
How to Complete a Document Request
When you’re done uploading your tax documents, mark it as Complete to let us know your file is ready to prepare.