Access
For existing clients
If you are ready to start using our Client Portal, please log in here.
For new clients who have not yet requested access to the client portal:
In order for you to take full advantage of the functionality the Client Portal offers, please register on our site.If you are already registered and requested access, we will grant you access to Client Portal as long as you provide the last 4 digits of your SSN or FEIN.
About Client Portal
Davidov & Associates, an Alexandria VA tax and accounting firm, offers all of our current and prospective clients an opportunity to exchange files with us via a Client Portal, a secure SSL encrypted area. We realize that not everyone feels comfortable e-mailing files to us. At the same time, a lot of our clients may not have time to physically visit our office, or they may not be geographically close. The Client Portal is the perfect solution… just scan your documents and upload them on your client page after logging in. We will in turn make all deliverables available on your page as well… tax returns, client forms, analytical files, etc.
Instructional Video
Please watch this short instructional video to understand how to work with the Client Portal.
Using Mobile app for the portal
To start using the Client Portal, you need to download the Client Portal app. Search for “Canopy Client Portal” in the Apple App Store or Google Play Store.
Your accountant will send you an invite via email to join the Client Portal. Upon receiving this email, you will need to create a Canopy account.
Log in to the Client Portal Mobile App
1. Click Create account in the email invitation from your practitioner.
2. Fill out the required information:
- Full Name
- Create password
- Confirm password
3. Click the checkbox to agree to the Terms of Service and Privacy Policy.
4. Navigate to the Client Portal app on your device and enter your login credentials.
5. Tap Sign in.
6. A verification screen will populate.
7. Return to your email and find the Client Portal Login Verification email and copy/jot down the code.
8. Return to the verification screen on the app and paste/enter the code in the field.
You can select Remember this device for 30 days to avoid the verification process for the next month.
After setting up your account, add your phone number to your 2FA (two-factor authentication) settings for a smoother verification process in the future.
Navigate the Client Portal First Login Experience
When you log into the Client Portal for the first time, you need to walk through a few steps to set basic preferences in the app.
1. Click Get Started.
2. Specify whether or not you want to receive notifications from the Client Portal app.
The following notifications are sent:
- New file shared
- Invite to additional portal
- Client request sent
- Client request reminders
- Comments on a client request
- Esign request sent
- Client Tax Resolution survey sent
- Tax organizer sent
- Invoice sent
3. Choose a four-digit passcode. This will be used to verify your identity each time you log into the Client Portal.
Enter the passcode a second time to confirm.
4. Choose whether you would like to enable biometric login when you log in.
- Your biometric options will change depending on your phone’s access to fingerprint or facial recognition technology.
- Change all these preferences at a later time in the Settings section of the app.
