Did you know 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).
How to install the Client Portal app on your phone
iPhone: https://apps.apple.com/us/app/canopy-client-portal/id1477121348
Android: https://play.google.com/store/apps/details?id=com.canopytax.client&hl=en_US&gl=US
How to Login
https://www.bokaccounting.com/client-portal-login/
How to securely upload documents
From your phone: http://rebrand.ly/bok/upload-documents-mobile
From your computer: https://rebrand.ly/bok/upload-document-desktop