Secure Client Portal


Using our secure client portal to upload your tax documents into our Canopy system is easy and convenient. Contact our office at 845-496-6600, or by email to to request a link to our secure portal. We will then verify your email address and send an email via Canopy that will provide you with a link and ask you to create a user-id and password into our secured portal. Once that is complete, you can upload your tax documents. Try to keep your file format as PDF. You can also download the pre-appoint forms found on our website, fill them in and upload those as well. The system will notify us that you have successfully sent your documents,

To log into our secure portal, access the following link:

canopy link