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.
Whats News
New project proposals will allow you to better understand the work provided. This release also sets up additional changes to the proposal experience in the coming months. We fixed some bugs along the way too.
On our website, you can download the latest version of Canopy Client Portal in APK format — fast and free! No sign-up or SMS required: direct link and verified files!
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