Canopy Client Portal
4.6star
983 reviews
50K+
Downloads
Everyone
info
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 professionalās 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.
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 professionalās 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
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
You can request that data be deleted
4.6
983 reviews
Beastlife Over50
- Flag inappropriate
March 2, 2023
This new update doesn't install on my phone. I've uninstalled it, and I re-installed it several times. It just disappears from my device. I've restarted my phone several times. Everything else works perfectly on my phone but when I search for apps nothing comes up.
1 person found this review helpful
Canopy Tax
March 3, 2023
This particular phone can sometimes exhibit odd behavior with apps from the Play Store. Try these steps to fix this issue: 1) Disable Google Play Store, 2) Reboot Your Phone, 3) Enable Google Play Store, 4) Update apps. There is a support thread with Samsung about this and here's a video explanation of it: https://share.getcloudapp.com/E0uX7zow
Christine Ramirez
- Flag inappropriate
February 25, 2023
I've enjoyed using this to manage our tax inf9rmation, however as of today I'm no longer to access. There is no open option, only Uninstaller, and the app has completely disappeared from my phone. Help!
2 people found this review helpful
Canopy Tax
March 2, 2023
We actually just found a thread with Samsung Support that outlines some issues with your particular phone. Try these steps to fix this issue: 1) Disable Google Play Store, 2) Reboot Your Phone, 3) Enable Google Play Store, 4) Update apps. Please let us know if this fixes the issue.
Lake Smith
- Flag inappropriate
- Show review history
January 20, 2023
Canopy really works for me. I love the convenience the simplicity of it. Everything all-in-one place right at your fingertips. Polite and helpful staff In and Out tax services provides quality solutio I can do everything from my phone or laptop ā¢Upload all my documents ā¢ update all my information and more Thank you, In and Out Tax Service
Canopy Tax
January 25, 2023
Wonderful to hear! Glad we could make your life easier.
What's new
Bug fixes and optimizations.
