Canopy Client Portal Reviews
Published by Canopy Tax on 2023-12-18 About: Canopy has simplified how you share files and exchange information with your
accountant. This app is designed for you, the client.
Table of Contents:
About Canopy Client Portal
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.
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.
This app 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.
Overall User Satisfaction Rating
Positive experience
81.3%
Neutral
40.1%
Negative experience
18.7%
Key Benefits of Canopy Client Portal
- Excellent customer service
- Very user-friendly app
- Convenient payment feature coming soon
- Available all year round
- Easy to navigate website
- Scan document feature is helpful
- Makes tax preparation fast and easy
- Ability to scan, upload, and save documents to device
20 Canopy Client Portal Reviews
4.9 out of 5
By Justic League
C&L Tax Service
Excellent customer service! Very patient dry concise and always looking for ways to get the most out every return! Would not go anywhere else! This Tax service has their very own app and wow what a convenience! Very user friendly and coming soon payment feature to be inserted. And they are available all year round! I highly recommend C&L Tax service to any individual or business!😊👍🏻❗️☑️
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!
By stressfree0786
Review
CanopyClientPortal was very easy to navigate as I am not the most computer literate. I would recommend for everyone to use ! It was stress free and we all know how stressful preparing taxes can be . This took that anxiety away ! 5 stars !
By 1000 Needles
Can't get past email verification
I wanted to give CanopyClientPortal a chance, but there's no way to get past the email verification screen. I click the verify link in the email, and when i return to CanopyClientPortal , it never updates to reflect that i've verified. So after 15 frustrating minutes, I've deleted CanopyClientPortal and will stick to the website, which is good enough to get the job done.
By Nicenurse
So slick!
My accountant switched to Canopy from another program. At first I was like, ugh, something new to learn. But Canopy is much easier and intuitive. And I love the scan document feature!! Very pleased!
By Jennifee Reed
Jennifer Reed
So convenient to get docs to my accountant! Greatly appreciate the user friendly simplicity of CanopyClientPortal . Makes going to digital record keeping much easier!
By ccmlamb
User friendly
Taxes aren’t an overwhelming long process anymore. CanopyClientPortal makes it fast and easy!! I would highly recommend it!
By J-Starr1204
My favorite part
The best part about CanopyClientPortal is the ability to scan, upload and save to your device all your documents. Great app!
By handne
Idiot proof
Easy to use but when I scan document to upload it didn’t work. I had to take a picture and then upload..
By Search techniques
Taxes
I enjoy the easy access to upload my documents through the phone app.
By Jubimagi
Easy
Easy to pay and upload documents.
By a remnant 24
Super easy and convenient
I like the portal to save tax information as it comes. It really helps the reviewing process for the tax preparer and I’m thankful they gave me a checklist.
By csgator1989
Review
Scanning documents through an I pad has glitches. I manually had to take photos of every document
By MelandCody
Easy
CanopyClientPortal has been so user friendly!
By RJK II
Awesome app
This is a very straight forward and easy to navigate app ! I gave it a 5 star rating !
By Linda Caicedo
Satisfied
Very satisfied with the decent work from the application
By CheyenneSatoshi
First Class
Very easy to use and does exactly what I need it to do
By Gospel album
Easy to use
Love the ease of use and organization
By rahima2121
Quick and amazing
It was so easy and safe!
By kelliql
Can’t Login
When I click Sign In, the grey circle keeps rolling, never goes to the page where I can type in my id and password. I deleted CanopyClientPortal , and reinstalled it, same thing happens. I can login from the computer, just not the iPhone app.
By whooguy
App is ok but feels phoned in
It doesn’t support auto fill of credit cards, nor Apple Pay nor auto fill of email address nor name etc.
Is Canopy Client Portal Safe?
Yes. Canopy Client Portal is very safe to use. This is based on our NLP (Natural language processing) analysis of over 5,992 User Reviews sourced from the Appstore and the appstore cumulative rating of 4.9/5 . Justuseapp Safety Score for Canopy Client Portal Is 81.3/100.
Is Canopy Client Portal Legit?
Yes. Canopy Client Portal is a totally legit app. This conclusion was arrived at by running over 5,992 Canopy Client Portal User Reviews through our NLP machine learning process to determine if users believe the app is legitimate or not. Based on this, Justuseapp Legitimacy Score for Canopy Client Portal Is 100/100..
Is Canopy Client Portal not working?
Canopy Client Portal works most of the time. If it is not working for you, we recommend you excersise some patience and retry later or Contact Support.
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