Canopy Client Portal Overview
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.
NOTE: If your tax or accounting professional does not use Canopy, you will not have access to Canopy Client Portal.
Official Screenshots
Product Details and Description of
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.
Top Reviews
By liselsutter
Well designed and Easy to use!
Canopy does a first class job in whatever they do, and this is no exception. Highly recommended. Works great and information can be accessed easily on a mobile device.
By vicky's Daycare
Navigating your site
I give your site a ***** excellent. I’ve been licensed Daycare for almost nineteen years and don’t have a lot of computer experience except printing and stuff. Your site is very easy to navigate. Thank you
By Jboogz2563653
Making Taxes a Breeze
The biggest issue I’ve faced with my accountant was setting aside time to meet/share documents. Thanks to Canopy, all of this is as painless as is possible and on top of that, I don’t have the fear or stress of unresolved IRS issues!
