Canopy Tax Login
Quick Access to Client Portal & Practitioner Dashboard

Searching for canopytax.com login or canopy client portal login? This easy guide helps you access Canopy (GetCanopy) – the #1 practice management software for tax professionals.

What is Canopy Tax?

Canopy is trusted software for accountants, with secure client portals, file sharing, e-signatures, payments, and more. Old canopytax.com links redirect to the current platform.

Step-by-Step: Client Portal Login

1. Get an email invitation from your accountant.
2. Click the link in the email (check spam) to create your account and set a password.
3. Go to clientportal.com.
4. Enter your email and password.
5. Complete two-factor authentication (2FA) for security.
6. You're in! Access files, sign documents, and more.

Mobile App Login

1. Download "Canopy Client Portal" app.
2. Sign in with your email and password.
3. Use Face ID/Touch ID for faster access.

Practitioner Login (For Accountants)

1. Visit app.canopytax.com.
2. Enter your email and password.
3. Complete 2FA if enabled.

Forgot Password or Issues?

• Click "Forgot Password" on login page → Reset via email.
• No invite? Contact your accountant.
• Browser issues: Try latest Chrome/Firefox, clear cache.
• Need more help? Canopy Support Center

Tips for Easy Login

• Bookmark clientportal.com
• Use a password manager
• Keep app updated
• All connections are secure (HTTPS)

Disclaimer: This website is not associated with Canopytax.com login or any other brand. We are an independent or third-party service provider providing support with our service packages.