Canopy Client Portal

Name: Canopy Client Portal
Availability: InStock
Rating: 4.741293430328369 (2031 reviews)
Author: Canopy Tax

Canopy Tax

4.7

2.03K reviews

100K+

Downloads

Everyone

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

Mar 11, 2025

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

4.7

1.98K reviews

Jack Shedd

April 24, 2025

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.

Canopy Tax

April 23, 2025

Thanks for calling us out when we fall short. The app does have support for push notifications when your accountant shares a file, sends an invoice, gives you a to-do, requests an eSign, etc. There could be a hiccup or a misconfiguration with your user. Please validate that you have notifications enabled and send further feedback in the app.

Lisa Somerville

April 12, 2025

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

Amber O'Brien

December 13, 2022

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.

5 people found this review helpful

Canopy Tax

December 15, 2022

Thank you for letting us know. We have been able to track down where we believe this Android 13 permissions issue is coming from. We apologize that we didn't cover every possible situation with the previous release. If you update to 1.12.11, you should be good. Thanks for your patience!