Switching between accounting firms on Mobile

You may wish to work with a new accountant who also uses Canopy. When switching between accounting firms who use Canopy, you are able to retain the same login information for the client portal. As long as your previous accountant has not revoked access to the client portal, you will be able to access all of your documents from the previous firm as well as the documents and information related to your new accountant. To get started, log in to the Client Portal mobile app.

1. Tap on the Settings icon.

2. Tap Switch Firms.

  • If your account is not associated with multiple firms, this option will not be available to you.

3. Select a firm and tap Switch to this firm.

  • A popup message will alert you once your account has been switched.