Welcome to Our Client Portal Information Page

The Client Portal allows you, the client, the ability to interact with us, making your tax return experience more convenient and efficient than ever before. The portal is secure and encrypted, offering a much better solution then sending sensitive information via email or text.

Use Your Phone or Computer

Benefits Include:

Request a Client Portal Invite Now!

If filing jointly, you have the option to include both names or submitting separate emails for each person.
If filing jointly, you have the option to include both names or submitting separate emails for each person.

Inside Your Client Portal

Learn More​

Canopy is our Client Portal Technology Partner. They offer additional support and information that may assist you.

Guides for the Client Portal include:
  • Log In Assistance
  • User Settings including Two-Factor Authentication
  • Payment by Mobile
  • Scan a Document on Mobile
  • Complete task in the To-Do List
  • Upload and Download Files
  • Payment and Invoice Review
  • Inside the Mobile App Options

First-time Users Support:​

Getting Started Guide

Introducing Your Client Portal

(video)

Contact a Client Services Team Member

Download Your Canopy Client Portal App for your Mobile Device

(Canopy is our certified Client Portal Technology Partner)

Direct Client Portal link: https://grifco.clientportal.com

You must receive a Client Portal Invite link in order to sign in the first time.