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.
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.
Canopy’s full suite of products includes Practice Management, Tax Resolution, and Tax Prep. Each of our products automates busywork and connects your entire practice so you can focus on building your business.
You can now pull to refresh the contact details and connections. Also, we did a few bug fixes and enhancements to make the app even better.
Ratings and ReviewsSee All
Great consistent improvements to an awesome app
Canopy listens to its customers. This app has really helped revolutionize my 10-year old tax and accounting practice. Working remotely with clients at their business sites or homes whether doing accounting or tax prep, the Canopy mobile app allows me to enhance my clients experience. Thanks Canopy for consistently listening to my feedback and for making enhancements to this app.
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!
This app has some really nice functionality. I love the ability to send files from a text message straight into Canopy. I look forward to using it more.
With Family Sharing set up, up to six family members can use this app.