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Canopy Client Portal

Canopy has simplified how you share files and exchange information with your accountant

Canopy has simplified how you share files and exchange information with your accountant

Canopy Client Portal

by Canopy Tax
Canopy Client Portal
Canopy Client Portal
Canopy Client Portal

What is it about?

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.

Canopy Client Portal

App Details

Version
1.3.9
Rating
(1434)
Size
29Mb
Genre
Finance Business
Last updated
March 31, 2021
Release date
December 10, 2019
More info

App Screenshots

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Canopy Client Portal screenshot-1
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App Store 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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