I just signed up for tax and want to get my documents added. How soon will I get my invitation to canopy?

You should have gotten an invite immediately after submitting your tax agreement form. Your spouse will be added in the next few days by a member of the tax team. If you do not see an invitation, try logging in at https://slpwealth.clientportal.com/ and click “forgot password”

If you still are unable to log in, reach out to support@slpwealth.com and we can resend the invite manually.