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Patricia M Caskey CPA Client Portal

Welcome to the Jacobson Lawrence & Company Family

As a valued client of Patricia M Caskey, CPA, we're pleased to welcome you to Jacobson Lawrence & Company. Our secure client portal (Canopy) allows you to safely exchange documents, review your financial information, and communicate with our team.

Request Portal Access

Please complete the form below to request access to our secure client portal. Our team will set up your account and you will receive an email invitation within one business day.

What Happens Next?

  1. Our team will create your secure portal account in Canopy
  2. You'll receive an email invitation to set up your account
  3. Click the "Create account" link in the email and create a password
  4. You can then access your secure portal to exchange documents and communicate with our team