alternate text      You should have already received an email from me inviting you to have access to your upload and download portal, now powered by Canopy.  Follow the link in the email to establish your password.   Your username is the email address I used when I invited you to have access.   If you have an issue with logging in that you cannot resolve using Canopy's forgotten password or username links then contact me via email.   It is crucial that you keep me updated with your current email address.

     Below you will see a link to proceed to the login page for your Canopy portal.    If you haven't logged in yet I'd suggest you do so you can familiarize yourself with the layout.   It's very easy to use, taking only a few minutes to see what you can do there.   When you are ready for tax preparation you will want to get your files ready to transfer to me.   For many clients this will mean scanning your documents using your home or office scanner, or in some cases simply photographing the documents. Be sure the images are clear and large enough to read before you upload.     If you are uploading your Quickbooks file be sure to send us the latest file; we will send you a list of changes or journal entries to make after the work is done.

     I want to sincerely thank you for your continued support and I hope that we will work together for years to come.  Remember it is still possible to contact me for face to face conversations using Skype, as long as we pre-arrange a time and date. Please contact me with all questions and concerns; I am here for you.

== John McLaughlin, EA

Go to Canopy portal