App review
It took me a little while to learn it, but it’s great
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.
Hide
Show More...
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
-
Is Canopy Client Portal free?
Yes, Canopy Client Portal is completely free and it doesn't have any in-app purchases or subscriptions.
-
Is Canopy Client Portal legit?
✅ The Canopy Client Portal app appears to be high-quality and legitimate. Users are very satisfied.
Thanks for the vote -
How much does Canopy Client Portal cost?
Canopy Client Portal is free.
-
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
App is not rated in Peru yet.
Ratings History
Canopy Client Portal Reviews
Easy to use
Hello Consumers and Businesses
The best GC
I have the best experience with Evelin. I’m so happy that I have the opportunity to meet wave tax
Brian Fay, extremely,efficient,
,He was very accommodating, and he goes the extra mile , he treats his clients like they matter to him .
Professional Service
I can always count on Tom and his staff to be timely, informative, and professional in their services.
Super User Friendly
Everything is very easy! I love this app.
Amazing!!!
This App is so helpful
New Client portal is straightforward
Ease of use for tax preparation. Thanks
Awesome
Super awesome
Help a lot
This app help me a lot to keep tracking my expenses,
Store Rankings
Ranking History
App Ranking History not available yet
Category Rankings
App is not ranked yet
Canopy Client Portal Competitors
Canopy Client Portal Installs
Last 30 days
Canopy Client Portal Revenue
Last 30 daysCanopy Client Portal Revenue and Downloads
Gain valuable insights into Canopy Client Portal performance with our analytics.
Sign up now to access downloads, revenue, and more.
Sign up now to access downloads, revenue, and more.
App Info
- Category
- Finance
- Publisher
- Canopy Tax
- Languages
- English
- Recent release
- 1.25.2 (2 weeks ago )
- Released on
- Dec 10, 2019 (5 years ago )
- Also available in
- United States, Canada, Brazil, Mexico, Australia, Colombia, Dominican Republic, Argentina, Philippines, Chile, New Zealand, Ecuador, Singapore, Peru
- Last Updated
- 4 months ago
This page includes copyrighted content from third parties, shared solely for commentary and research in accordance with fair use under applicable copyright laws. All trademarks, including product, service, and company names or logos, remain the property of their respective owners. Their use here falls under nominative fair use as outlined by trademark laws and does not suggest any affiliation with or endorsement by the trademark holders.