New User Overview

We are retiring the Office Tools portal system and will begin using a new Canopy Client Portal system.

The Canopy system offers significant improvements over the Office Tools portal system in many ways. Two of the most important are: (1) the merging of multiple features into one platform, and (2) the incorporation of mobile capability by using the Canopy Client Portal app (available for download in the App Store or Play Store) so you are able to use your smart phone or tablet just as easily—perhaps even more easily—than a computer to work with us. We highly recommend using the mobile application.

Access to the Canopy client portal system must be authorized, and existing clients received an invitation by email during the week of January 25th. New clients will receive invitations as part of the onboarding process.

The information below will answer most of the access and use questions you may have; however, if you experience any difficulties or need assistance, please don’t hesitate to call or email Client_Service@WhitewaterGroup.net We will do whatever we are able to ensure your positive experience.

 



Canopy Client Portal App

A.  Getting user ID/ password set up

NOTE: If you are a married tax client, both the primary taxpayer and the spouse/RDP will each receive an email to register for the Client Portal. Although there is only one client portal per household, each need to set up a unique separate login

  1. After receiving an invitation from client_service@whitewatergroup.net, open the link contained in the email.
  2. Follow the instructions to register your new secure client portal

 


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B.  Downloading the Canopy Client Portal app (See below for Browser Instructions)

  1. In App Store or Play Store, download the Canopy Client Portal app
  2. Login using ID and password previously set up
  3. You should see Whitewater Group’s logo upon successful login
  4. To enable notifications, click the Settings Icon on your app home screen


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C.  Uploading Files (app)

  1. Have files downloaded on your device and ready to upload in Adobe PDF, Microsoft Office or Google Workspace file formats

**Photos (.jpeg or .tiff) are not usable**

  1. Go to Files > Add a File > Upload from File
  2. Select document type from menu. If “other”, please name. Click Upload
  3. Upon successful upload, you will see a green check mark and the file now available
  4. Whitewater group will be automatically notified by Canopy when you have added files


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D.  Managing To-do List tasks from Whitewater (app)

Whitewater may request certain files or actions from clients while servicing your account. Common requests may include: uploading a new file, editing an existing form, or signing documents

  1. You will receive an email when you have a new action to complete. If you have enabled notification in app, you will also receive a notification banner on your phone
  2. To view the action, go to To Dos in your Client Portal
  3. Click on the new task to leave a comment or upload a file
  4. Mark as complete


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E.  Downloading Files

  1. When new documents are sent to you from Whitewater Group, they will appear in your Files
  2. Go to Files to view newly available documents > New Select Document to view
  3. Use phone-specific functionality to save to your files


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F.  Signing Documents

Whitewater may request certain files or actions from clients while servicing your account. Common requests may include: uploading a new file, editing an existing form, or signing documents

 

NOTE: For married tax clients, both the taxpayer and spouse/RDP will each receive emails requesting signatures, and each must sign.

  1. You will receive an email when you have a document to sign. If you have enabled notification in app, you will also receive a notification banner on your phone
  2. To view the document, go to To Dos in your Client Portal
  3. Click on the New document > View and sign to apply signature and agree
  4. Whitewater Group will be notified and automatically receive once you complete and send


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G.  Deleting or Replacing Files

  1. If you accidentally upload an incorrect file, please upload the new version with “UPDATED” in the file name
  2. Clients are unable to delete files without notifying Whitewater Group. If you need to delete files from the system, please contact client_service@whitewatergroup.com

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Browser / Web (Mobile or Desktop)

A.  Set up ID and Password (if you have not already done so)

NOTE: If you are a married tax client, both the primary taxpayer and the spouse/RDP will each receive an email to register for the Client Portal. Although there is only one client portal per household, each need to set up a unique separate login

  1. After receiving an invitation from client_service@whitewatergroup.net, open the link contained in the email
  2. Follow the instructions to register your new secure client portal
  3. After logging in, you can change your password at any time in user settings


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B.  Uploading Files (Browser)

  1. Have files downloaded on your device and ready to upload in Adobe PDF, Microsoft Office or Google Workspace file formats

**Photos (.jpeg or .tiff) are not usable**

  1. Go to Files > Upload
  2. Upon successful upload, you will see the file name added to your files. For example: “Mortgage Statement”
  3. Whitewater Group will be automatically notified by Canopy when you have added files


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C.  Managing Task Requests from Whitewater

Whitewater may request certain files or actions from clients while servicing your account. Common requests may include: uploading a new file, editing an existing form, or signing documents

  1. You will receive an email when you have a new action to complete
  2. To view the action go to Requests in your Client Portal
  3. Open the new request to leave a comment, and click on the paperclip icon to upload a file
  4. When prepared, click Post and Mark as Complete


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D.  Downloading Files

  1. When documents are available for download, they will appear in your Files
  2. Go to Files to view newly available documents > Select Document > Press Download in the upper right-hand corner


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E.  Signing Documents

Whitewater may request certain files or actions from clients while servicing your account. Common requests may include: uploading a new file, editing an existing form, or signing documents

NOTE: For married tax clients, both the taxpayer and spouse/RDP will each receive emails requesting signatures, and each must sign.

  1. You will receive an email when you have a document to sign
  2. To view, go to Requests in your Client Portal
  3. After opening the request, click on the blue link to open the secure file
  4. Sign and date the document where indicated
  5. Once complete, Whitewater Group will be notified and automatically receive the document


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F.  Replacing or Deleting Files

  1. If you accidentally upload an incorrect file, please upload the new version with “UPDATED” in the file name.

Clients are unable to delete files without notifying Whitewater Group. If you need to delete files from the system, please contact client_service@whitewatergroup.com
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