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Canopy Client Portal icon

1.19.1 by Canopy Tax


Mar 21, 2024

About Canopy Client Portal

English

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.

What's New in the Latest Version 1.19.1

Last updated on Mar 21, 2024

Bug fixes and optimizations.

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Additional APP Information

Latest Version

Request Canopy Client Portal Update 1.19.1

Uploaded by

Kasım Aljabir

Requires Android

Android 8.0+

Available on

Get Canopy Client Portal on Google Play

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Also available for other platforms

Canopy Client Portal Screenshots

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