Welcome to Our New Client Portal Powered by Canopy

We are excited to introduce our upgraded Client Portal, designed to protect your privacy and provide a smoother experience.

To access the portal:

• Click the “Login to Canopy” button on the left.

• You’ll be redirected to the login page, where you can enter your credentials.

If you experience any issues, please contact our Technical Department at 714‑313‑5933 for immediate assistance.

Important for New Clients:

• Please call our office to schedule a virtual appointment.

• After your appointment, we’ll send you a unique link to create your personal portal with your tax expert.

• If you don’t receive the link within the expected timeframe, reach out by phone or email us at clientservices@themiltontax.com.