Client Access

Log into your client portal below.

Canopy Portal

We use Canopy to collect and share data with you securely. You can access our portal using the link above or by downloading the App on your phone, so you can snap pictures and upload your docs on the go.

Apple

Android

Employer Payroll Portal

Our Payroll is powered for you by Sure Payroll. Whether you do it yourself or let us do it for you this portal is your access to update forms and approve payroll and print reports. Need to approve on the go we’ve got an app for that!

Apple

Android

Employee Payroll Portal

Give employees access to their Paystubs, W2’s and simplify onboarding Using the Payroll web portal or apps for employees.

Apple

Android

Tutorial Library (Coming Soon)

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QB Self-Employed Tutorials

Coming June 2021

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QuickBooks Tutorials

Coming September 2021

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Office Systems Tutorials

Coming December 2021

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