Canopy Client Portal app not working? crashes or has problems?

Canopy Client Portal Status

Published by on 2023-12-18

Canopy has simplified how you share files and exchange information with your
accountant. This app is designed for you, the client.


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Common dislikes about Canopy Client Portal app

- Scanning documents to upload may not always work and may require taking a picture instead.



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Common Canopy Client Portal Problems & Solutions. Troubleshooting Guide


   



  Contact Support

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.


100% Contact Match

Developer: Canopy Tax

E-Mail: [email protected]

Website: Visit Canopy Client Portal Website



About this app

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. 



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