Canopy Client Portal 4+

Secure client interactions

Canopy Tax

    • 4.9 • 4.2K 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 1.13.1

Updates to the document viewer library and a few other bug fixes and optimizations along the way.

Ratings and Reviews

4.9 out of 5
4.2K Ratings

4.2K 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.

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!😊👍🏻❗️☑️

stressfree0786 ,

Review

This app was very easy to navigate as I am not the most computer literate. I would recommend for everyone to use ! It was stress free and we all know how stressful preparing taxes can be . This took that anxiety away ! 5 stars !

Developer Response ,

Lovely to hear! If you ever have any suggestions you might want to see in the app, please go to the settings area and submit them.

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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