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One-Stop Portal
Simplified Process
Constant Updates
our client portal

One secure place for everything.

Everything we do goes through our client portal. It keeps your information secure and allows you to correspond with your advisor, all in one place, 24/7.
97%
Our clients overwhelmingly say they find our portal very easy to use.
Our secure client portal, both web and mobile versions
a simple process

Advisory doesn't have to be complicated.

Every new client engagement follows with your expert advisor. We start with a simple questionnaire and ask you meet with your advisor for kickoff.
You can see the progress on your engagement in the secure client portal, anytime.
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constant updates

We keep you up to date every step of the way.

Your advisor is available for chat in the secure portal anytime. They'll also send you updates every time your engagement reaches the next stage.
84%
New clients that say their previous advisory firm didn't keep them updated. We're changing that.
Our secure client portal as shown on a mobile device
Transaction
Projects
Reviews
transaction

Canopy is here to help.

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Ravi Vinder
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Client profile
Alice E.
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Client profile
Christopher D.
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projects

Everything at a glance.

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Client profile
Ravi Vinder
Client profile
Kayleigh Bennison
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Reviews

Keep projects on track

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Chat with Ravi
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Hello, just checking in to see how things are progressing.
Hey Ravi, thanks for checking in - we are on track.
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frequently asked questions

How does this all happen?
Moravia makes it easy.

What makes Moravia different from traditional tax & accounting firms?
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Traditional firms focus only on historic work - they simply report to the IRS what has already happened. We handle your historic filing, but we focus on achieving better results in the future. Because of this, we can help our clients pay the least amount of tax possible and make more progress toward their goals.
Will the year-round process work for me?
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We believe it will! We’ve completed thousands of tax returns for hundreds of clients. We know exactly what strategies can have the most impact on your tax and financial numbers. Working together year-round will guarantee we can focus on the right things that can move closer to lower taxes.
How do I know which package is right for me?
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We'll make sure of it for you! During your complimentary Strategy call, we'll identify your unique needs, and ensure you're enrolled in the right package, at the right price.
When should I get started?
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Right away! We have limited capacity throughout the year. The sooner you book a call, the sooner we can begin helping you save on taxes and implement a strategy for better results.
How do I get started?
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Just book a complimentary strategy call. We’ll create your Results Roadmap showing exactly how we’ll help you achieve your goals in the next 12 months before you ever pay us a penny.
contact us

We’re here to help.

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Get in touch
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Design can be time-consuming.
Canopy makes it easy.

Transactions
Manage your incoming payments
Payments
Compare prices across competition.
Automation
Speed up repetitive input
transaction

Canopy is here to help.

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Client profile
Ravi Vinder
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Client profile
Alice E.
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Client profile
Christopher D.
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Select User
Dropdown arrow
Add User
projects

Everything at a glance.

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Client profile
Ravi Vinder
Client profile
Kayleigh Bennison
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Discard
Complete
Reviews

Keep projects on track

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Chat with Ravi
Client profile
Hello, just checking in to see how things are progressing.
Hey Ravi, thanks for checking in - we are on track.
Client profile
Moravia Advisors logo
At Moravia Advisors, we strive to be your trusted advisor when it comes to tax preparation, bookkeeping, and other financial services. Our team of IRS-Licensed Enrolled Agents is dedicated to providing high-quality, personalized service to help you achieve your financial goals. Whether you are an individual, small business, or nonprofit organization, we have the expertise and experience to provide the guidance you need. Let us be your partner in financial success.
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500 Westover Drive #13578, Sanford, NC 27330 | (844) 899-8147
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