Welcome to your financial homebase.

Log into Bittel’s secure client portal to share and manage documents, review tax returns, complete tasks, and collaborate with us all in one place.

Access the Client Portal

Questions? We’ve got your back.

Why does Bittel use Canopy for the client portal?

We use Canopy because it keeps your tax and accounting experience simple, secure, and organized. With Canopy, you can upload documents, sign forms electronically, send us messages, and access everything you need—all in one place. It’s encrypted and built with security in mind, so your sensitive information is always protected.

Plus, it’s designed to be easy to use. And if you ever get stuck, Canopy has a helpful support center with step-by-step guides and tutorials, or you can just ask us!

How do I log in to the client portal?

Click the “Client Login” button on our website. Enter your email address and password, then click Log In.

I’m new—how do I set up my account?

If you’re a new client, we’ll send you an email invitation with a secure link to create your username and password. Make sure to check your spam or junk folder if you don’t see it within a few minutes.

What if I never received my portal invitation?

Double-check your spam/junk folders. If it’s not there, contact us and we’ll happily resend it.

I forgot my password—what should I do?

No worries! Click Forgot Password on the login screen, enter your email address, and follow the reset link sent to your inbox.

I’m getting an error message when I try to log in—help!

Try clearing your browser cache and cookies, or using a different browser. If the problem persists, contact us and we’ll troubleshoot together.

What can I do inside the client portal?

You can securely upload and download documents, review your tax returns, send us messages, and keep all your accounting info in one organized place.

How do I upload a file to the client portal?

Uploading files to your Client Portal is easy. Once a file is uploaded, your accountant will get a notification. Here’s how:

Click Add a File.
A file explorer (or finder) window will pop up—use it to find the file(s) you want to upload. To select multiple files in a row, hold Shift and click the first and last file. To select multiple non-sequential files, hold Control (Ctrl) and click each file. You can also select entire folders if needed. Or, simply drag and drop files into the upload area.
Enter a file name in the text box.
Click Save.

And that’s it—your file is uploaded and ready for your accountant to access!

What file types can I upload?

You can upload most common file types—documents, spreadsheets, images, videos, and more—up to 5 GB each.

Documents: .doc, .docx, .pdf, .rtf, .txt, .odt
Spreadsheets: .xls, .xlsx, .xlsm, .csv, .ods
Presentations: .ppt, .pptx
Images: .jpeg, .jpg, .png, .bmp, .tif, .tiff, .heic, .jp2, .emf
Videos: .mov, .mp4, .mkv
Other: .eml, .msg, .htm, .html, .xod, .xps

Folders: Be sure to zip or compress folders before uploading. (Right-click the folder, choose Zip or Compress, then upload the zipped file.)

How do I download and print a file in the client portal?

You can easily download or print any file uploaded by you or your accountant.

Log in to your Client Portal and click the Files tab.
Click the file you want to open.
In the preview window, click the Download icon to save the file to your device.
Click the Print icon to print the file directly.

How do I complete an eSign request?

Your client portal makes signing documents quick and secure. When you get an eSign request, you’ll find it in your To-Do list. Just open the request, follow the prompts to review the document, add your signature, and submit.

In some cases, you may be asked to verify your identity with a few quick questions (called Knowledge-Based Authentication, or KBA). Don’t worry—if that doesn’t work, you can always print, sign, and re-upload the document instead. You might also receive a secure email link to eSign directly—same process, just a different starting point.

Is the client portal secure?

Yes! Our portal uses bank-level encryption and multi-factor authentication to protect your data.

Who do I contact if I still need help?

You can email hello@bittelbooks.com or call us at (512) 387-5795 during business hours. We’re happy to walk you through it.