A Better Client Experience Is Coming!

We’re excited to share that Casler Financial is transitioning to Canopy, our new secure

client portal.

One of the biggest reasons for the change? Simplicity. Instead of using different

systems throughout the tax process, Canopy gives you one secure place to work with

our team.

Through your Canopy portal, you'll be able to upload tax documents, complete

questionnaires, sign engagement letters, securely message our team, follow the

progress of your return, view and pay invoices, sign your tax return and access

copies of your completed tax returns—all in one place.

You'll also be able to see outstanding requests and keep track of information you've

already provided, making it easier to know exactly where things stand.

Our goal is to make working with Casler Financial simpler, more organized, and

easier to follow from beginning to end.

• One secure place for everything — fewer emails, links, and systems to keep

• track of.

• Easy document organization — tax documents stay together rather than

  getting buried in an email inbox.

• Access from anywhere — use the portal from your computer, tablet, or phone.

• Electronic signatures — engagement letters and other documents can be

  reviewed and signed right through the portal.

• Questionnaires and organizers in one place — clients can provide the

  information we need without juggling separate systems.

• See what still needs attention — outstanding requests and tasks are easier to identify.

• Keep track of what you've already submitted — no wondering, “Did I already

  send that W-2?”

• Secure messaging — clients can ask questions or send sensitive information

  without regular email.

• Centralized billing — invoices and payments can be handled in the same place

  as tax documents.

• Long-term access to important documents — completed returns and other

  documents can remain available for future reference.

• Better communication throughout the process — clients can receive updates

  as their return moves through preparation.

• One portal beyond tax season — the same secure space can be used

  throughout the year for tax planning, document requests, notices, and other work

  with Casler Financial.

  
  

We'll provide more information and instructions as we get closer to tax season. No

action is needed from you right now. Toward the end of January 2027, keep an eye

on your inbox for an invitation to your new Canopy client portal. We’ll include

instructions to help you get logged in and ready for tax season.

Want to get ahead of the game? We’d be happy to send you access to your Canopy

portal now so you can log in, familiarize yourself with the new system, and see how

everything works before tax season begins. Simply email

stephanie@caslerfinancial.com, and Stephanie will send you an invitation to get

started.

We’re excited about this new system and the improvements it will bring to your

experience with Casler Financial. Our hope is that Canopy will make working with us

simpler, more organized, and easier to navigate from start to finish.

As we prepare for another tax season, we’re grateful for the continued trust you place in our team. We look forward to welcoming you to Canopy and, most importantly, working with you again in the year ahead!