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Logging in to your Canopy Client Portal for the First Time

In order to log in to the Client Portal for the first time, you will need to click the link provided in the email invite we sent you.

1. Click Create Account.

2. Enter your account information. 

  • Some of your account information may already be pre-populated.

3. Type your preferred password in the Create Password field.

4. Click Sign In.

  • You will be redirected to the Client Portal in a new tab on your internet browser.

5. Enter your Email and Password.

6. Click Log in

CD Tax Client Portal

Need Support?

Contact us at by email at or by phone at480-354-1040.