top of page

Utilizing SharePoint for Document Centralization

Dear Valued Clients,


At Seth & Alexander and Seth & Associates CPAs, we are continually striving to enhance our services and provide you with the best possible experience. 


We are excited to announce that S&A has adopted Microsoft SharePoint as our central platform for document management. This decision is driven by our dedication to maintaining the highest level of data security, accessibility, and efficiency for our clients.


SharePoint is a robust and user-friendly collaboration and document management platform that will enable us to:


Centralize Your Documents: All your essential documents will be stored securely in one centralized location on SharePoint. This ensures that you can access your information quickly and conveniently whenever you need it.


Enhance Security: SharePoint comes with advanced security features to safeguard your sensitive data. Your documents will be protected by multi-layered security measures, including encryption, access controls, and regular security audits.


Improve Collaboration: With SharePoint, collaboration between our team and yours will be more seamless than ever. 


We believe that this transition to SharePoint will not only improve the efficiency and security of our document management but also enhance the quality of our services to you. 


Things to know:


1.Beginning at 7PM Central Time, September 8, 2023, Canopy will not be available to upload or view any documents.  Hold on to them until you receive the Sharepoint link. 

2.Over this weekend, you will receive an email with instructions on how to access Sharepoint.

3.Once you login, you will see your historical files and will be able to upload files.

4.See the attachment Frequently Asked Questions for more information. 

( FAQs Click here)


If you have any questions or concerns, please contact our Office Assistant, Cecily Marsh at, or call us at 713-965-7572 ext 726.  She will be available to respond to inquiries beginning Monday, September 11th, 2023, at 8AM Central Time.


We are committed to providing you with the necessary training and support to make this transition as seamless as possible.


At Seth & Alexander and Seth & Associates CPAs, we value your partnership and trust in us. This investment in advanced document management technology reflects our commitment to delivering the highest standard of service to you.


Should you have any immediate questions or concerns, please do not hesitate to contact your dedicated account manager or our support team.




Seth & Alexander

Seth & Associates CPAs

bottom of page