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,