Preferred Communication Method
Current Accounting System*
Does Your Business Own Assets? (Equipment, Vehicles, Buildings, Other)*
Current Payment Processor*
Do You Run Any Personal Expenses Through The Business?
Are You Required To File Sales/Use Taxes?
Do You Use A Secondary Bank?
Do You Have More Than 2 Banks Or Credit Cards
Please upload the following information to Canopy:
Year-to-date Bank Statements, Year-to-date Credit Card Statements, Loan Agreements & Statements, Copy of EIN Letter, Last 3 years tax returns including all schedules.