Are you having issues? Select the issue you are having below and provide feedback to Canopy Client Portal.
- Scanning documents to upload may not always work and may require taking a picture instead.
Complete guide to troubleshoot Canopy Client Portal app on iOS and Android devices. Solve all Canopy Client Portal app problems, errors, connection issues, installation problems and crashes.
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Some issues cannot be easily resolved through online tutorials or self help. So we made it easy to get in contact with the support team at Canopy Tax, developers of Canopy Client Portal.
E-Mail: mobile@getcanopy.com
Website: 🌍 Visit Canopy Client Portal Website
Privacy Policy: https://www.getcanopy.com/privacy-policy
Developer: Canopy Tax
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. Use the Client Portal to securely send all necessary files. The Client Portal enables you to send questions directly to your accountant. Canopy has simplified how you share files and exchange information with your accountant. Intuitive workflows and a prominent display will keep your upcoming tasks and follow-ups crystal clear. CanopyClientPortal is designed for you, the client. End the continuous shuffling of papers back and forth between your tax professional’s office and your home. 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.