Canopy Client Portal

Canopy Tax

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.

Ratings and reviews

Easy to use and get important information signed or approved. It also allows for easy upload of files. Highly recommended.

The Organizer doesn't allow you to upload PDFs. It only allows you to upload Images. That's not helpful for tax forms that are multiple pages.

app is really useful. Company that uses the app is a bit problematic. For me. but the APP is top notch. It really is easy to use. And was not an issue.

What’s new

Bug fixes and optimizations.