Canopy Client Portal 4+
Secure client interactions
Canopy Tax
-
- 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 1.17.0
Code optimizations to support resolution case updates. A few bug fixes along the way as well.
Ratings and Reviews
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.
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!😊👍🏻❗️☑️
LOVE THIS PORTAL
The reason I love using this portal is because my husband works shift work and it’s hard sometimes schedule an appointment. With this portal we can do everything on here and we don’t have to worry about him missing a days work to get it all done. It is very convenient.
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
Information
- Seller
- Canopy Tax, Inc.
- Size
- 75.1 MB
- Category
- Finance
- Compatibility
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- iPhone
- Requires iOS 15.0 or later.
- iPad
- Requires iPadOS 15.0 or later.
- iPod touch
- Requires iOS 15.0 or later.
- Languages
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English
- Age Rating
- 4+
- Copyright
- © 2023 Canopy Tax, Inc
- Price
- Free
Supports
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Wallet
Get all of your passes, tickets, cards, and more in one place.