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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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.
Screenshots
Canopy Client Portal FAQ
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Is Canopy Client Portal free?
Yes, Canopy Client Portal is completely free and it doesn't have any in-app purchases or subscriptions.
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Is Canopy Client Portal legit?
Not enough reviews to make a reliable assessment. The app needs more user feedback.
Thanks for the vote -
How much does Canopy Client Portal cost?
Canopy Client Portal is free.
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What is Canopy Client Portal revenue?
To get estimated revenue of Canopy Client Portal app and other AppStore insights you can sign up to AppTail Mobile Analytics Platform.
User Rating
4.93 out of 5
15 ratings in Mexico
5 star
7
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3 star
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2 star
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Ratings History
Canopy Client Portal Reviews
Store Rankings
Ranking History
App Ranking History not available yet
Category Rankings
App is not ranked yet
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Canopy Client Portal Installs
Last 30 days
Canopy Client Portal Revenue
Last 30 daysCanopy Client Portal Revenue and Downloads
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App Info
- Category
- Finance
- Publisher
- Canopy Tax
- Languages
- English
- Recent release
- 1.22.0 (2 weeks ago )
- Released on
- Dec 10, 2019 (5 years ago )
- Also available in
- United States, Canada, Brazil, Mexico, Australia, Dominican Republic, Argentina, Colombia, Ecuador, Singapore, Chile, New Zealand, Peru, Philippines, Malaysia, Türkiye, Russia, Poland, Czechia, Italy, United Kingdom, France, Germany
- Last Updated
- 2 weeks ago
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