How to Setup Your Client Portal

We will send a portal invite to your email for your to upload and securely exchange files with the firm.

Key Steps

1. Client Portal Invitation

   • Check your inbox for our email invitation to setup your client portal.

   • The email will come from notifications@accountingintelligence.clientportal.canopytax.com.

   • Please make sure to check their spam/junk folder if you do not see the email in your inbox.

2. Client Portal Account Creation

   • Click on the link in the email to create their account.

   • Fill out the form and create a secure password.

   • Enable 2 factor authentication and confirm you can successfully log into the portal.

3. Navigating the Client Portal

   • Below is an overview of the portal's home page layout:

     • Home Page: Displays any outstanding invoices and tasks assigned to the client.

     • Files Section: Area for clients to upload required documents and for Accounting Intelligence to upload completed work.

     • Billing Section: Displays outstanding invoices and allows for payment.

     • Schedule & Employment Section: Clients can book meetings based on availability.

     • Communication: For inquires and support issues email our team at clientservices@accountingintelligence.net.

4. Managing Multiple Businesses

   • If you have multiple businesses you can access the other entites by switching accounts by clicking your profile initial in the bottom right corner of the portal.

   • Click on the respective business name to view specific tasks and files.