Canopy Client Portal

Secure client interactions

Veröffentlicht von: Canopy Tax

Beschreibung

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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Screenshots

Canopy Client Portal Häufige Fragen

  • Ist Canopy Client Portal kostenlos?

    Ja, Canopy Client Portal ist komplett kostenlos und enthält keine In-App-Käufe oder Abonnements.

  • Ist Canopy Client Portal seriös?

    ✅ Die Canopy Client Portal-App scheint von hoher Qualität und legitim zu sein. Die Nutzer sind sehr zufrieden.

    Danke für die Stimme

  • Wie viel kostet Canopy Client Portal?

    Canopy Client Portal ist kostenlos.

  • Wie hoch ist der Umsatz von Canopy Client Portal?

    Um geschätzte Einnahmen der Canopy Client Portal-App und weitere AppStore-Einblicke zu erhalten, können Sie sich bei der AppTail Mobile Analytics Platform anmelden.

Benutzerbewertung
Die App ist in Chile noch nicht bewertet.
Bewertungsverlauf

Canopy Client Portal Bewertungen

JSG

Latina 💞A on

Vereinigte Staaten

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

New customer

Rlynn0425 on

Vereinigte Staaten

Love how easy it is to maneuver through the app.

10 Stars!

QTC1914 on

Vereinigte Staaten

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

Mrs. Joyce

La Naturalesa on

Vereinigte Staaten

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

Easy to Use.

Brightey-brightey on

Vereinigte Staaten

A one stop shop.

Great Service!

Lt2230 on

Vereinigte Staaten

Natacha and her staff are true professional!!

User Friendly and Convenient

Mrs TJack on

Vereinigte Staaten

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.

Awesome

M3L3ND3ZJF on

Vereinigte Staaten

Canopy App - Easy Quickly Faster

Tax Return Document Transfer

jehassee on

Vereinigte Staaten

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

Scoutsnthings on

Vereinigte Staaten

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.

Store-Rankings

Ranking-Verlauf
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Canopy Client Portal Installationen

Letzte 30 Tage

Canopy Client Portal Umsatz

Letzte 30 Tage

Canopy Client Portal Einnahmen und Downloads

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App-Informationen

Kategorie
Finance
Herausgeber
Canopy Tax
Sprachen
English
Letzte Veröffentlichung
1.20.4 (vor 2 Wochen )
Veröffentlicht am
Dec 10, 2019 (vor 5 Jahren )
Zuletzt aktualisiert
vor 3 Wochen
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