Log in to Different Firms
Switching between firms that use Canopy, allows you to keep the same login info for the client portal. If your last CPA hasn't removed access to the client portal, you can get documents and information from both the previous and current firms.
1. To get started, log in to the Client Portal and click on the dropdown menu in the popup box.
- The popup box will only be visible when logging in from the standard Client Portal.
- If you log in from your accountant's custom URL, you will go directly to their firm's client portal.
2. Select the relevant firm.
3. Click Go.
- The client portal will open to the account associated with the selected firm.
Switch Accounts Within the Client Portal
If you logged in to the incorrect firm in the client portal, you can switch to the appropriate firm.
1. Click on your Profile Name in the bottom left.
2. Select Switch Firm from the dropdown menu.
3. Click on a relevant firm to switch to.
- The client portal will load in the selected firm.