Canopy Client Portal
by Canopy Tax
Collaborate with your accountant using our intuitive mobile app.
| App Name | Canopy Client Portal |
|---|---|
| Developer | Canopy Tax |
| Category | Productivity |
| Download Size | 166 MB |
| Latest Version | 1.20.6 |
| Average Rating | 4.75 |
| Rating Count | 1,898 |
| Google Play | Download |
| AppBrain | Download Canopy Client Portal Android 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.
Recent changes:
Bug fixes and optimizations.
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.
Recent changes:
Bug fixes and optimizations.
