Access Canopy Today
Recently, you should have received an e-mail inviting you to use our new communication system, Canopy. Eventually, we may use Canopy as our firm portal (to replace SmartVault), but that won’t happen until later this year. Click on this email invitation to set-up your user ID and password so that you can access Canopy.
We hope that you will find Canopy easy to use! We look forward to sending you the latest updates and guidance from our firm. Please feel free to call if you have any questions at (904) 280-0771.