Canopy Client Portal

4.9
1.51K reviews
50K+
Downloads
Content rating
Everyone
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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
Feb 8, 2024

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

4.9
1.47K reviews
Glory Ann
February 22, 2024
Great way to send and receive information. Just wish you could select more then one document at a time to upload. Other than that love this portal!
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Steve MacIsaac
February 23, 2024
Horrible to set up, and as of right now isn't working. It requires a code they send in an email, but the email isn't coming in. My t4 us on there and I can't get at it to do my taxes.
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Canopy Tax
February 26, 2024
We're sorry you experienced this issue. There was a temporary bug which prevented these emails from sending. Please retry and you'll get into the app now. Sorry about that!
Barbara K Malinas
February 8, 2024
So far so good. I have just started. I would like to know if there is a place on the app where I can write a note or question to my team. I haven't looked for that option yet, but I'll try.
2 people found this review helpful
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What's new

Bug fixes and optimizations.