Canopy Client Portal

Everyone was very kind informative helpful. Also very professional setting. John Jassin Amanda I highly recommend them.

Love how easy it is to maneuver through the app.

This all is great! It’s very user friendly and a great resource for my business.

Great service and so very helpful! Tax season is so nerve racking and you guys make it tolerable. Thanks for all your help!

A one stop shop.

Natacha and her staff are true professional!!

I was going to my job to scan and send tax documents to my tax preparer, but I decided to view the app first. I am glad I did! I was able to understand the instructions, scan, and upload what was requested within minutes. This saved me travel, gas, and time which I'm always excited about. I look forward to learning about the other features of this app and how it will help me and the preparer make filing taxes less stressful.

Canopy App - Easy Quickly Faster

Once I loaded all of my pdf files to a single file folder, it was easy to “select all” files and hit the “open” button to transfer the files into the Canopy iPhone app. Plus, it was super fast, transferring 19 files (14MB of data) in less than a minute. Easy peasy.

Ironic that an app to help upload tax documents would be a bit hard to operate thereby making it more difficult for our tax preparer to complete our taxes who needed us to reload documents. The sole reason I downloaded the app was the upload feature. I am sure the upload was unclear on my accountant’s side most in part to operator error. “Stupid user”, says every app-developer of a short lived app. It’s actually a great app to have in the long-run to access documents with loads of real future convenience potential. It lays things out in an orderly fashion. Big props to our long-time accounting firm for embracing the use of a technology focused on my benefit as the client. Maybe the developers could fix the camera feature to slow down the time (or maybe it is to increase the time) allowed to center on a document, and definitely add a better set of cropping and centering features for uploading from a camera. In my case I took several sets of photos before settling on “the best I could get the program to take”. I’m probably spoiled by the camera program on my phone making cropping so simple normally. Otherwise, this app is on to something great. Thanks for this next step in innovation- keep trying. Efforts much appreciated. See you again next tax season.