Step 1: Visit the Official Website
Open your preferred web browser and go to the official Canopy Tax website by entering CanopyTax.com in the address bar.
Step 2: Click on the Login Button
On the homepage, locate and click the Login button, usually found in the top-right corner.
Step 3: Enter Your Email Address
Enter the email address associated with your Canopy Tax account.
Step 4: Enter Your Password
Type your password carefully. Make sure your caps lock is turned off.
Step 5: Click Sign In
Click the Sign In button to access your Canopy Tax dashboard.
Once logged in, you can manage clients, upload documents, retrieve IRS transcripts, and track tax resolution cases.
Click Forgot Password? on the login page
Enter your registered email address
Check your email for password reset instructions
Create a new password and log in again
Ensure your internet connection is stable
Use an updated browser (Chrome, Edge, or Firefox recommended)
Clear browser cache and cookies
Disable browser extensions temporarily
Use a strong and unique password
Avoid logging in on public or shared devices
Always log out after your session
Enable additional security features if available
Logging in to CanopyTax.com is quick and secure when you follow the correct steps. Always use the official website to protect your sensitive data and client information. If login issues continue, contact Canopy Tax’s official support team for assistance.