Using your Canopy portal
The client portal is provided through Canopy. Use your own account to review requests, upload documents and communicate about your engagement. Keep your login details private. If you cannot access your account, contact Lena rather than sharing your password.
The guides below explain login, files and account settings. Provider availability and account settings depend on Canopy; this page does not make an uptime guarantee or represent LNH CPA PLLC as holding a security certification.
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Portal Guides & Tutorials
Step-by-step instructions and video walkthroughs to help you navigate the client portal with ease.