publisher
category
price
Freestore
Reviews
4.8 (1.8K)
United States
Description
Collaborate with your accountant using our intuitive mobile app.
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.
Category Ranking
Review Breakdown
Screenshots
Reviews
Quick and easy
Sophia JacobsWed, May 8, 2024
English
Just beginning so far okay
Robert BrewerWed, May 8, 2024
English
At first, Honestly I thought it was giving scammy vibes. Then reality set. My case worker literally held my hand and walk me through the process step by step. Made it easy as pushing a button. All the connections in the palm of your hand. You will be satisfied. 🌞
Eric SmithMon, May 6, 2024
English
User friendly
Keith BenasMon, May 6, 2024
English
smooth and easy to use
John AllemangSun, May 5, 2024
English
It is easy to use
Purple Queen DesignzSat, Apr 27, 2024
English
Convenient and easy
Yolanda DixonSat, Apr 27, 2024
English
Download & Revenue
About
Bundle Id
com.canopytax.clientMin Os. Version
8.0Release Date
Tue, Dec 10, 2019Update Date
Tue, Apr 23, 2024Content Rating
EveryoneWhat's New
version
1713890010000updated
3 weeks agoFix for app update scenarios.
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