Canopy Client Portal

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.
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What's New

Some older versions of Android were experiencing crashes when viewing files. This has been fixed. Sorry about that!
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Additional Information

Updated
February 24, 2021
Size
150M
Installs
10,000+
Current Version
1.3.8
Requires Android
6.0 and up
Content Rating
Everyone
Permissions
Offered By
Canopy Tax
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