Secure Client Portal
Canopy Tax
Middleton CPA utilizes Canopy Tax to securely transmit client information. Do not send sensitive personal information through e-mail. The client portal is available for your benefit. Please contact me if you are having trouble accessing your account.
Once you receive your invitation to Canopy, you may access your portal at any time by clicking HERE.
Canopy has so many features that will make our engagements easy to manage. The Client Guide list over 30 different articles and videos, should you want to dive in to all the features.
