Canopy Client Portal

1.34K reviews
Content rating
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image

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
Dec 4, 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
Data can’t be deleted

Ratings and reviews

1.3K reviews
Shane McGlone
November 30, 2023
Awesome app... Haven't used many of the apps to Dropbox drop sign and this one is definitely the dominant one great app
Did you find this helpful?
Canopy Tax
December 6, 2023
Glad you're impressed with our app. Thanks for the positive review!
Katia Perkins
November 15, 2023
Login was ok. Biometric login went by without me clicking. Three window tiles opened and automatically closed.
1 person found this review helpful
Did you find this helpful?
Canopy Tax
November 15, 2023
Thanks for letting us know about your experience. It sounds like the login and onboarding flow could be improved. We are actually trying to troubleshoot some of the things you mentioned right now. If you would be able to share more, please let us know by dropping an email to 🙏
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
2 people found this review helpful
Did you find this helpful?
Canopy Tax
December 6, 2023
Woo hoo! We love to hear how much easier the process has been for you because of the Canopy Client Portal. Let us know if any improvements come to mind as you're using it. Just go to: Settings > Send App Feedback.

What's new

Bug fixes and optimizations.