Canopy Client Portal

Canopy Tax

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.

Ratings and reviews

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.

So far, I have looked at portals like Tax Dome, Drake Portals, Intuit link, and Joinportal. Canopy is a bit pricey, and that may be a dealbreaker. But function for function, Canopy and it's app give more functionality than most. It links to Calendly, has payments and invoicing, integrates with not only gsuite mail but calendar too. The time keeping is good, not perfect, but better than most. The app is quick. I am sure it is not perfect, but generally a solid platform. Haven't used tasks.

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.

What’s new

Bug fixes and optimizations.