Your Client Portal
We take your privacy very seriously and the internet is a dangerous place for your financial information. Although our communication with clients is primarily online, we know it is just not safe to email financial documents, share files with sensitive data via Dropbox or Airdrop, or send Social Security Numbers and bank account log-in info by text or email. As a virtual firm doing most of our business on the internet, we want our clients to have an easy and secure way to share sensitive data and documents with us online without the fear of it being swiped or intercepted by the wrong person.
Pathway CPA Group’s Client Portal, powered by Canopy Tax, provides a secure data-sharing environment to each of our clients. Access to your Client Portal is restricted to only those you wish to add and our Firm staff. Customized password protection, strong encryption, powerful cybersecurity oversight, and cloud-based storage provide the highest grade (bank level 128-bit encryption) of data security available for your financial information. Our Client Portal meets and exceeds the AICPA SOC 2 and FINRA guidelines for online financial data transfer and storage.
You now have one secure place to safely store your tax letters, IRS notices, prior tax returns, and other sensitive documents you need for tax filings. and bookkeeping We will keep it safe and at your fingertips for the time frame required by the IRS. You can finally say goodbye to that rusty, beat up, avocado-green filing cabinet holding years of tax documents.
Using your Client Portal is easy. Quickly upload any files using simple drag-and-drop features. And, yes, there is an app for that! The Canopy Client Portal app (available for iOS and Android) for your smartphone and tablet makes sharing documents even easier! If you are a client of Pathway CPA Group, LLC, download this easy app now to simplify your document sharing experience with us.
Access your Client Portal from any page on our website. Just look for the Client Portal button in the upper right-hand corner of the page.
