Complete a client request
If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.
- Product Education Video Series
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- Tax Resolution
- Guides for your Clients
- Canopy Mobile App
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Any client requests sent by your accountant can be completed from within the Client Portal. Client requests are often sent so that you can upload documents or provide quick information for your accountant. All client requests will show up on your To-do list and are indicated by a clipboard icon. To get started completing a client request, log in to the Client Portal.