Your Data Is Protected
Our client portal is powered by Canopy — a SOC 2 Type II certified platform trusted by thousands of accounting firms. Your financial data is protected by the same encryption standards used by major banks.
Independently audited to meet rigorous standards for security, availability, and confidentiality of your data.
All data is encrypted in transit and at rest using the same encryption standard used by banks and financial institutions.
An extra layer of security requiring a verification code in addition to your password every time you log in.
Meets international data protection standards, ensuring your personal information is handled responsibly.
Access your documents and financial information whenever you need it — tax season included.
256-bit
Encryption
SOC 2
Type II
MFA
Enabled
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Step-by-step instructions and video walkthroughs to help you navigate the client portal with ease.