Client portal
Sign in to send tax documents, organizers, and notices. We use Canopy — there is a web login and a phone app (Canopy Client Portal).
Open the portalFor existing clients
The portal is where the file lives.
Upload documents, see invoices, and pay — without emailing Social Security numbers or card numbers. Text us if you need an invite.
Pay an invoice
Most invoices are paid in the portal. If you would rather not log in, we can send a secure card link from our processor — call or text and ask.
Send documents
W-2s, closing statements, notices — upload instead of a drop-off, especially while the office is under construction.
Pay when due
Invoices and saved cards live in the portal. A one-time card link is available if you ask.
Text the desk
(860) 763-3478 — the same number as voice. Use it for a quick question, a payment link, or a portal invite.
Need an invite to the portal?
Text the office. We will send one to the email on your file.