Canopy Client Portal

1.26K reviews
Content rating
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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.
Updated on
Aug 31, 2023

Data safety

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
You can request that data be deleted

Ratings and reviews

1.23K reviews
Janet Kelton
September 8, 2023
Excellent and easy to use. Saved time. I don't have to drive to office to sign. Nor do I have to print out pages and fax or mail back. Thank you Jan K
1 person found this review helpful
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Jared Baker
September 14, 2023
Great way to connect with clients through authentication. Love the simplicity ✨️ and functionality!
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Jen M
June 15, 2023
This app has honestly made things so easy. It's so nice to be able to upload all of my paperwork right here instead of scanning and emailing everything. It eliminates so many steps.
2 people found this review helpful
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What's new

Bug fixes and optimizations.