---
title: Client Portal | Log in to the Client Portal Mobile App
description: Your accountant will send you an invite via email to join the Client Portal. Upon receiving this email, you will need to create a Canopy account.
---

Jump to section:

### Quick Links

[ Log in to the Client Portal mobile app ](https://help.clientportal.com/log-in-to-the-client-portal-mobile-app#home) [ Fill out the required information ](https://help.clientportal.com/log-in-to-the-client-portal-mobile-app#settings) [ Agree to the Terms of Service and Privacy Policy. ](https://help.clientportal.com/log-in-to-the-client-portal-mobile-app#terms) [ Navigate to the Client Portal app and log in ](https://help.clientportal.com/log-in-to-the-client-portal-mobile-app#log_in) [ Navigating the Client Portal first login experience ](https://help.clientportal.com/log-in-to-the-client-portal-mobile-app#first_login)

[iOS App ](https://apps.apple.com/us/app/canopy/id1477121348) [Android App ](https://play.google.com/store/apps/details?id=com.canopytax.client&hl=en_US)

# Log in to the Client Portal Mobile App

To start using the Client Portal, you need to download the Client Portal app. Search for "Canopy Client Portal" in the [Apple App Store](https://apps.apple.com/us/app/canopy/id1477121348) or [Google Play Store](https://play.google.com/store/apps/details?id=com.canopytax.client&hl=en_US).

Your accountant will send you an invite via email to join the Client Portal. Upon receiving this email, you will need to create a Canopy account. 

### 1. Click *Create account* in the email invitation from your practitioner.

![mceclip0.png](https://canopytax.zendesk.com/hc/article_attachments/12548003077275)

### 2. Fill out the required information:

- Full Name
- Create password
- Confirm password

 ![mceclip1.png](https://canopytax.zendesk.com/hc/article_attachments/12548101910683)

### 3. Click the checkbox to agree to the *Terms **of **Service *and *Privacy **Policy*.

![mceclip2.png](https://canopytax.zendesk.com/hc/article_attachments/12548107188123)

### 4. Navigate to the [*Client Portal app*](https://www.getcanopy.com/our-mobile-apps?hsCtaTracking=af60e9b1-10e2-482f-a8d4-7e794309325f%7C41edf819-91db-4342-ae9e-c4e2b5c7dcac) on your device and enter your login credentials.

![mceclip3.png](https://canopytax.zendesk.com/hc/article_attachments/12548205597211)

### 5. Tap *Sign in*.

![mceclip4.png](https://canopytax.zendesk.com/hc/article_attachments/12548243801115)

### 6.  A *verification screen* will populate.

![mceclip5.png](https://canopytax.zendesk.com/hc/article_attachments/12548306731803)

### 7.  Return to your email and find the *Client Portal Login Verification* email and copy/jot down the code.

![mceclip6.png](https://canopytax.zendesk.com/hc/article_attachments/12548452668571)

### 8.  Return to the verification screen on the app and *paste/enter the code* in the field.

![mceclip7.png](https://canopytax.zendesk.com/hc/article_attachments/12548542192283)

You can select **Remember this device for 30 days **to avoid the verification process for the next month.

After setting up your account, add your phone number to your [2FA (two-factor authentication) settings](https://support.getcanopy.com/hc/en-us/articles/9126987526683-Client-Portal-Settings#:~:text=Save%20Changes.-,Two%2DFactor%20Authentication%20Settings,-This%20section%20details) for a smoother verification process in the future.

## **Navigating the Client Portal first login experience.**

When you log into the Client Portal for the first time, you need to walk through a few steps to set basic preferences in the app. To begin, click **Get Started**.

![mceclip8.png](https://canopytax.zendesk.com/hc/article_attachments/12548879174171)

### 1. Specify whether or not you want to *receive notifications* from the Client Portal app.

![mceclip9.png](https://canopytax.zendesk.com/hc/article_attachments/12548958586395)

### 2. Choose a four-digit *passcode*. This will be used to verify your identity each time you log into the Client Portal.

![mceclip10.png](https://canopytax.zendesk.com/hc/article_attachments/12548993041947)

- Enter the passcode **a second time** to confirm. 

![mceclip11.png](https://canopytax.zendesk.com/hc/article_attachments/12549001704987)

### 3. Choose whether you would like to enable *biometric login* when you log in.

- Your biometric options will change depending on your phone's access to fingerprint or facial recognition technology.
- Change all these preferences at a later time in the **Settings** section of the app.

![mceclip12.png](https://canopytax.zendesk.com/hc/article_attachments/12549057350939)

```json
{
  "@context" : "https://schema.org",
  "@type" : "Organization",
  "address" : {
    "@type" : "PostalAddress",
    "addressCountry" : "United States",
    "addressLocality" : "Lehi",
    "addressRegion" : "UT",
    "postalCode" : "84043",
    "streetAddress" : "4100 North Chapel Ridge Rd , Suite 300 "
  },
  "description" : "Computer Systems Design and Related",
  "email" : "csteam@getcanopy.com",
  "image" : "https://www.getcanopy.com/hubfs/canopy-logo-colored.svg",
  "logo" : "https://cdn2.hubspot.net/hubfs/2675296/Logo/deltalogo.png",
  "naics" : "NAICS Code: 5415 NAICS Title: 5415-",
  "name" : "Canopy",
  "sameAs" : [ "https://www.facebook.com/canopytax/", "https://www.linkedin.com/company/canopy-inc/", "https://twitter.com/canopytax", "https://www.instagram.com/canopy_tax/", "https://www.bbb.org/us/ut/lehi/profile/tax-software/canopy-tax-inc-1166-90024536" ],
  "telephone" : "(855) 616-7305",
  "url" : "https://www.getcanopy.com"
}
```