Canopy

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.
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4.9
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What's New

Our new roles and permissions functionality is now supported in the app -- limiting and granting access to critical features in the app for each of your team members. We also squashed a few bugs along the way.
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Additional Information

Updated
January 14, 2021
Size
125M
Installs
1,000+
Current Version
1.10.0
Requires Android
6.0 and up
Content Rating
Everyone
Interactive Elements
Users Interact
Permissions
Offered By
Canopy Tax
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