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

App is glitchy. Push notification is activated, but no notifications pushed. Actionable activities may sit indefinitely until a user opens app again to look for them.

I'm not tech savy, nor am I comfortable with it, but I had no issues navigating the Canopy Client app.

Look, I like this app. However it it very inconvenient because I am unable to view ANY documents/files that my CPA puts on the app for me to view. My phone is Galaxy s22 and has Android 13. I recently saw someone else had experienced the same issue, which was resolved? How so? I still seem to have issues. Yes, I have scoured through my phone and app settings to see if I missed something. I have given the app every single permission possible. Yet it still tells me to allow storage permissions.

What’s new

Bug fixes and optimizations.