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Client Resources

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Canopy: Accessing Our Client Portal

Canopy makes the tax filing process easier for you, our clients, by streamlining the information collection and providing a secure file upload. You can also securely communicate with us through that portal, complete e-signatures and view all of your information in one centralized location. Canopy may be accessed through this link, please save it as a favorite so you have access to it in the future. Canopy also offers an app for both Apple and Android phones, you can use these apps with your Canopy log in information to scan and upload your files.

Helpful Resources

frequently used tax forms

Financial planning and Investment advisory services offered through Diversified, LLC. Tax advice and tax services offered through Diversified Tax, LLC.. Diversified, LLC and Diversified Tax, LLC are affiliated companies. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments is not affiliated with and Diversified, LLC or Diversified Tax, LLC. are not affiliated companies.