Canopy Client Portal 4+

Secure client interactions

Canopy Tax

    • 4.9 • 6.7K Ratings
    • Free

Screenshots

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.

What’s New

Version 1.19.0

Updated payment steps to make for a more unified experience throughout the app. We fixed some bugs along the way too.

Ratings and Reviews

4.9 out of 5
6.7K Ratings

6.7K Ratings

Matrix4300 ,

Diversified Strategies

Linda Carrington’s team has become a staple for my family’s tax service needs. Their efficiency and professionalism is unparalleled. Before COVID-19, going to their office in person was like visiting family. This year, I wondered how were we going to overcome this obstacle that the pandemic has created. All of my concerns have been put to rest when I came to drop off my tax documents. Linda’s team took my documents and explained an easy to use way of electronically getting this done. No fuss. No hassle. If you’re in need of financial, book keeping and tax services (I’m certain that they wear many more hats), Diversified Strategies is the place for you. Here, you’ll find family and a group of professionals ready to work for you and your family.

Developer Response ,

So awesome that you are loving your accounting firm and that our apps are helping you navigate this process.

Scoutsnthings ,

Ironic

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.

Justic League ,

C&L Tax Service

Excellent customer service! Very patient dry concise and always looking for ways to get the most out every return! Would not go anywhere else! This Tax service has their very own app and wow what a convenience! Very user friendly and coming soon payment feature to be inserted. And they are available all year round! I highly recommend C&L Tax service to any individual or business!😊👍🏻❗️☑️

App Privacy

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

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Supports

  • Wallet

    Get all of your passes, tickets, cards, and more in one place.

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