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

WOW!!! is the only way to describe using this app ), so easy, so simple and stress free! Best way to get access to business documents 👏

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

Great way to simply communicate with my accountant, and to share information and documents!

What’s new

Updated the scalability and added security for our payments service. Added additional client messaging features for that upcoming feature and fixed several bugs along the way.