Welcome to our new Client Portal powered by Canopy!

To safeguard your privacy and ensure the optimal experience for our clients, we have commenced the migration of our clients to our new platform. To access our new portal, kindly click the “Login to Canopy” button located on your left. You will be redirected to the portal, where you will be required to enter your credentials to gain access. Should you encounter any difficulties with the portal, please do not hesitate to contact us directly at 714-313-5933, where our Technical Department will be available to assist you. 

*Note: If you are a new client you will need to call the office to make a virtual appointment and then we will provide you with a unique link to create your own portal with your tax expert. If you do not get it within that time frame please give us a call or e-mail clientservices@themiltontax.com