Canopy Client Portal
4.7star
2.04K reviews
100K+
Downloads
Everyone
info
About this app
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.
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.
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Location, Personal info and 7 others
Data is encrypted in transit
Data can’t be deleted
Ratings and reviews
4.7
1.99K reviews
Jason McMahan
- Flag inappropriate
October 16, 2025
My accountant sends messages but the only way that I can read the message is to go to my email, click on the link in the email which will direct me to the message. There is no other way to do this, meaning there is no readable message in the app when I open the app.
Canopy Tax
November 18, 2025
We're sorry you're experiencing this. We will continue to troubleshoot this on our end to see if we can reproduce this issue.
stephanie solorio
- Flag inappropriate
August 20, 2025
I'm barely getting my taxes done after submitting them almost 5 months ago. And now that they finished them, I'm getting charged an expedited fee of almost $500 plus other fees, resulting in almost $800,and I can't even view the documents they sent me. I've been doing taxes with them since 2020. But, I need to keep being, understanding with them because they opened a new office and if it had been difficult for them. When are you paying for a service, and management and owners nowhere?
Canopy Tax
November 18, 2025
Sorry to hear about your experience with your tax preparer. We hope that the app has been helpful to you, in spite of the concerns you've raised with your accountant.
Beastlife Over 50
- Flag inappropriate
March 2, 2023
This new update doesn't install on my phone. I've uninstalled it, and I re-installed it several times. It just disappears from my device. I've restarted my phone several times. Everything else works perfectly on my phone but when I search for apps nothing comes up.
5 people found this review helpful
Canopy Tax
March 3, 2023
This particular phone can sometimes exhibit odd behavior with apps from the Play Store. Try these steps to fix this issue: 1) Disable Google Play Store, 2) Reboot Your Phone, 3) Enable Google Play Store, 4) Update apps. There is a support thread with Samsung about this and here's a video explanation of it: https://share.getcloudapp.com/E0uX7zow
What’s new
Updated payment settings that allow your firm added control over payment methods offered.
App support
About the developer
CANOPY TAX, INC.
mobile@getcanopy.com
10355 S Jordan Gtwy Ste 500
South Jordan, UT 84095
United States
+1 801-358-3315