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

My husband and I really enjoy the app. It allows us to upload our documents and easily send them to our tax professional. It saves us so much time and energy, it's great

I really enjoy the app because of its convenience. I'm currently outside of the country and it allows me to upload all of my tax documents and it makes my life a whole lot easier. Great App.

The client portal app is easy to use and I have never had any problems with the upload process.

What's new

Bug fixes and optimizations.