
Canopy Client Portal
Secure client interactions
Free
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.
Updated eSign experience with new field labels and field types.
The developer, Canopy Tax, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Location
- Contact Info
- User Content
- Identifiers
- Usage Data
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Canopy Tax, Inc.
- Size
- 94 MB
- Category
- Finance
- Compatibility
Requires iOS 16.4 or later.
- iPhone
Requires iOS 16.4 or later. - iPad
Requires iPadOS 16.4 or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Contains
Messaging and Chat
- Copyright
- © 2025 Canopy Tax, Inc
