Screenshots

Description

Canopy streamlines your work so you can help more clients. With the Canopy mobile app you can access your tax practice from anywhere.

Stay connected to contacts
Whether you’re at your desk or on-the-go, get up to speed on client relationships, record notes, and communicate over native phone, messenger, and email apps.

Take your files anywhere
Be prepared for any client or IRS call with mobile access to your files. Scan documents, capture photos from the app, and transfer files between Box, Dropbox, Google Drive, and more.

Manage client tasks
Create new tasks/subtasks or view and manage all client tasks by changing statuses, adding files or adding notes. Time tracking is also built into the app to track hours spent on projects.

Security built for mobile
Protect your data with two-factor authentication, encryption, and Touch or Face ID. Manage devices and revoke access if one is lost or stolen.

About Canopy
Canopy’s full suite of products includes Practice Management, Tax Resolution, and Firm Management. Each of our products automates busywork and connects your entire practice so you can focus on building your business.

What’s New

Version 1.14.3

Cleaned up the fillable PDF experience when viewing documents within folders, cleaned up authentication and tackled a few other minor bugs.

Ratings and Reviews

4.8 out of 5
246 Ratings

246 Ratings

Curtis-Tax ,

2 Months and more grateful

We have been implementing Canopy into our practice over the past two months. There has been a painful learning curve and there are issues that can use refinement, however, the development team continues to make significant improvements and support has been incredible at helping with the learning curve. No regrets!
Primary reason migrating from previous client-portal was for better user-interface. So far, feedback from even the non-techy clients is very positive!

Developer Response ,

So glad you are finding Canopy to be valuable and that the mobile app helps you and your clients be more efficient. If you ever have any suggestions you might want to see in the app, please go to the settings area and submit them.

Ramone Simone ,

Small practice big impact.

As a CPA in solo practice this allows me to have a presence away from the office and while a laptop is not always nearby my iPhone is. I have invited numerous new clients to upload their first year info in this super hi tech secure portal. I now can’t live without it. To boot I have made much more revenue as a result of being able to be in two places at one time!

Developer Response ,

Awesome to hear that it's making such a big impact on your business! Thank you for your feedback and stay tuned for more improvements in the coming months.

Mogulmike2015 ,

Excellent great job!

I totally and completely agree with the juice comments above .
I’ve been with canopy now for two years and incrementally, as a customer, I have seen recommendations made and actions taken and capabilities deployed month after month - year after year. I have now since eliminated almost ALL administrative positions in my company.

I am more efficient more productive and more profitable because canopy exists.
I’ve been pleased to be a client on the product development input team at several key junctures.
I thus recommend this company and it’s apps are worth every single dollar you would pay them.

Developer Response ,

Thanks for being a loyal Canopy customer and we're glad that the app is worth every penny. We love our customers! 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

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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