4.9
74 reviews
1K+
Downloads
Content rating
Everyone
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About this app

Canopy streamlines your work so you can help more clients. With the Canopy mobile app you can access your accounting practice from anywhere.

Stay connected to contacts
Whether you’re at your desk or on-the-go, get up to speed on client relationships, record notes, and communicate over native phone, messenger, and email apps.

Take your files anywhere
Be prepared for any client or IRS call with mobile access to your files. Upload documents, capture photos from the app, and transfer files between Box, Dropbox, Google Drive, and more.

Security built for mobile
Protect your data with two-factor authentication, encryption, and Touch or Face ID. Manage devices and revoke access if one is lost or stolen.

Manage client tasks
Create new tasks/subtasks or view and manage all client tasks by changing statuses, adding files or adding notes.
Updated on
Apr 29, 2022

Data safety

Developers can show information here about how their app collects and uses your data. Learn more about data safety
No information available
4.9
74 reviews
Jeffrey J. Quatrone E.A.
February 18, 2022
There's better out there. It was confusing to use. Transcript reports weren't that great. Since I used app I have moved on to competors and prefer them.
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Canopy Tax
February 18, 2022
Thanks for the honest feedback about your entire Canopy experience (mobile+web). It looks like you're running a very old version of our app (2 yrs old, in fact), so you definitely didn't have the best experience. We'd suggest turning on auto app updates--all your favorite apps will be even better. We'll keep improving & thanks for giving us a try.
Dave Haupt
February 14, 2020
They are pushing the envelope with every update. Lots to enjoy. Easy to use. Easy for clients to use.
5 people found this review helpful
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Odijas Caminha
December 2, 2020
Great app. Very user friendly, fast and reliable. Can stop using it. I feel i have full control now.
3 people found this review helpful
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Canopy Tax
November 18, 2021
Love that you "can't stop using it" -- that's why we have the mobile app! If you ever have any suggestions you might want to see in the app, please go to the settings area and submit them.

What's new

Your life is about to get easier. You can now select and upload multiple files from your photos, files, or file storage apps like Dropbox or Google Drive. This functionality builds upon one of our most used features—scanning and uploading documents from the app. We also fixed a few bugs while we were at it.