Canopy Client Portal 4+

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.

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

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.

We appreciate your feedback and will continue improving the app for years to come!

I was going to my job to scan and send tax documents to my tax preparer, but I decided to view the app first. I am glad I did! I was able to understand the instructions, scan, and upload what was requested within minutes. This saved me travel, gas, and time which I'm always excited about. I look forward to learning about the other features of this app and how it will help me and the preparer make filing taxes less stressful.

So glad to hear the app made a significant difference in your tax prep experience this year! Here's to next year and many more!