Canopy Client Portal
Canopy Tax, Inc. · Finance
Independent analytics for this App Store listing. AppTracker is not affiliated with Canopy Tax, Inc.
Chart standing · US
What changed · US
Listing changes AppTracker has observed for this app in this storefront — new versions, price moves, rating shifts, and store copy.
Bug fixes and optimizations
Ratings breakdown · US
The star breakdown behind this app's rating in this storefront.
In-app purchases · US
No in-app purchases.
Screenshots
About
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 · 2026.10.1
Bug fixes and optimizations
Details