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Join date: Mar 24, 2025
Posts (7)
Mar 24, 2025 ∙ 0 min
Uploading Your Files to the Canopy Client Organizer
In this Tax Prep Tip, Aquaila shows you how to upload files to your Client Portal in Canopy!
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Mar 24, 2025 ∙ 0 min
Scheduling Your Appointment with Barnes Financial Concierge
In this Tax Prep Tip, Aquaila shows you how to schedule an appointment with the Barnes Financial Concierge team!
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Mar 24, 2025 ∙ 0 min
Sharing Your Expenses in the Canopy Client Portal
In this Tax Prep Tip, Aquaila shows you how to input your expenses to the organizer in your Client Portal in Canopy!
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