Tax / Advisory / Accounting

Client Portal

Your privacy and security is important to us.

We have partnered with Canopy to provide a secure client portal, where you can upload files, access our shared documents, and sign documents with ease.  Just click the link below.

WB&Co Client Portal

Use the link below to take you to Canopy's Support Library where they have provided step-by-step guides for all of the client portal features on the web and in the app.

Portal Instructions