Canopy Client Portal

Canopy Tax, Inc. · Finance

4.9 23.5K ratings Free

Chart standing · US

Not currently charting in this storefront.

What changed · US

Listing changes AppTracker has observed for this app in this storefront — new versions, price moves, rating shifts, and store copy.

Aug 26, 2026
Rating ★ 4.87 → 4.86
Aug 26, 2026
New version 2026.7.2 → 2026.8.4

Bug fixes and optimizations

Price & rating history · US

Reconstructed from the listing changes AppTracker has observed in this storefront, so each line starts at the first change on record.

Average rating history over the observed period. 4.86 4.87 Aug 26 17:25 Aug 27 05:04 Aug 27 16:43 Aug 28 04:22 Aug 28 16:00

Average rating

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 · 2026.8.4

Bug fixes and optimizations

Details

ReleasedDec 2019
UpdatedJul 2026
Version2026.8.4
Size105.3 MB
RequiresiOS 17.0 or later
Age rating4+
LanguagesEnglish
PriceFree
Categories FinanceBusiness
Bundle IDcom.canopytax.client