Transition to Canopy

 

Greetings from the Seth and Alexander Team,

 

Thank you for being a great customer of Seth & Alexander Advisors and Manish Seth CPA.  As we continue to add value to your business, we always look to stay up to date with the best that technology has to offer. 

 

Beginning Thursday, September 23rd , 2021, we are transitioning our online portal from Onvio to Canopy.  A user friendly and technically robust data centralization platform.  Everyone will be sure to enjoy the hassle free setup.

 

Please be on the lookout for an email from Canopy.  You will receive a link to click and include your user information.  This will allow us to update any information that may have changed over the course of our partnership. 

 

All of your current documentation will be transferred from Onvio to Canopy.  Please be sure to login and verify that you have access.  

 

Canopy has videos to help you further understand the functionality that comes with the platform. Take a look at these links as well (insert link here).  Please familiarize yourself and let us know if you have any issues with the access or navigation. 

 

Your point of contact will be our staff member that works with your account.  They will also be available to help with this quick transition. 

 

As of Tuesday, September 28th, Onvio will no longer be available for use. 

We look forward to seeing you all in Canopy!