Canopy Client Portal

Canopy Client Portal

Collaborate with your accountant using our intuitive mobile app.

4.80 PRODUCTIVITY
Canopy Client Portal
Canopy Client Portal Canopy Client Portal Canopy Client Portal Canopy Client Portal Canopy Client Portal

Canopy has simplified how you share files and exchange information with your accountant. This app is designed for you, the client. You have likely been invited to the Canopy Client Portal by your tax professional, including access to the Client Portal via your preferred mobile device.

Check off your To-Do List
Intuitive workflows and a prominent display will keep your upcoming tasks and follow-ups crystal clear.

Upload Files from your Device
End the continuous shuffling of papers back and forth between your tax professional’s office and your home. Use the Client Portal to securely send all necessary files.

Ask Questions Anytime
The Client Portal enables you to send questions directly to your accountant. Follow up, ask for clarity, and more.

Note: If your tax or accounting professional does not use Canopy, you will not have access to Canopy Client Portal.


About this version (1.9.2)

We aim to please, so even the smallest bugs are tackled in a jiffy.

Other versions

1.8.3 released on 08 April 2022 (47 days ago)
1.8.2 released on 29 March 2022 (57 days ago)
1.8.1 released on 23 February 2022 (91 days ago)
1.8.0 released on 17 February 2022 (97 days ago)
1.7.4 released on 04 February 2022 (110 days ago)
1.7.2 released on 25 January 2022 (120 days ago)
1.7.0 released on 11 January 2022 (134 days ago)
1.6.2 released on 29 December 2021 (147 days ago)
1.6.1 released on 09 December 2021 (167 days ago)
1.6.0 released on 08 November 2021 (198 days ago)
1.5.6 released on 06 October 2021 (231 days ago)
1.5.5 released on 17 August 2021 (281 days ago)
1.5.4 released on 09 August 2021 (289 days ago)
1.5.2 released on 08 July 2021 (321 days ago)
1.5.1 released on 02 July 2021 (327 days ago)
1.4.0 released on 07 May 2021 (383 days ago)
1.3.11 released on 31 March 2021 (420 days ago)
1.3.10 released on 17 March 2021 (434 days ago)
1.3.9 released on 03 March 2021 (448 days ago)
1.3.8 released on 24 February 2021 (455 days ago)
1.3.6 released on 06 October 2020 (596 days ago)
1.3.4 released on 15 September 2020 (617 days ago)
1.3.3 released on 17 August 2020 (646 days ago)
1.3.2 released on 16 July 2020 (678 days ago)
1.3.1 released on 10 May 2020 (745 days ago)

Details and Recent Ratings

Size: 0 MB
Version: 1.9.2 by Canopy Tax
Updated: 29 April 2022 (26 days ago)
Released: 10 December 2019
Installations: more than 10 000
Canopy Client Portal
5 Stars: 511
4 Stars: 85
3 Stars: 18
2 Stars: 0
1 Star: 0

Similar apps