Canopy has simplified how you share files and exchange information with your accountant
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.
App Screenshots
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.
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.