Access our client portal using this link → D'Andrea & Associates, Ltd. - Client Portal

As a valued client, you are invited to join our Canopy client portal where you will have a secure password protected account. Whether you’re at work, at home, or on vacation, you always have access to your tax returns, financial work papers, or accounting database.

To access the Canopy portal you will receive a link to sign up from our team. The Canopy client portal allows our clients to interact with the firm efficiently through its user-friendly web and mobile interfaces. The Canopy client portals’ key features include:

• Account Access: Clients can securely log in to their portal, manage settings, and switch between their business and personal accounts if necessary.
• Task Management: Clients can review and accept engagements, engage in tax organization, respond to requests, and complete Esignatures.
• Document Handling: Clients can upload documents directly through the files section in their Canopy accounts.
• Payment Processing: Clients can make payments directly through their Canopy accounts.
• Mobile Accessibility: Through the mobile app clients can perform all portal functions on the go. To download the mobile app click HERE

For additional information regarding the portal click here → Guides for the Client Portal | Using the Client Portal and Mobile App