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Canopy Client Portal
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Version :1.12.5
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Updated :Oct 21,2022
Developer :Canopy Tax
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Description
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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Comments (3)
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  • D
    By Don McMillanAug 19,2022
    It's so easy
  • K
    By Kathy Whitaker KnightAug 12,2022
    Convenient and efficient, scanning docs by phone saves LOTS of time! When there are $$ questions; answers are readily at hand.
  • M
    By MargaretAug 11,2022
    Great
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