Canopy Client Portal 1.20.0

Canopy provides a simplified solution for sharing files and exchanging information with your accountant. This app is specifically designed for clients who have been invited to the Canopy Client Portal by their tax professional and can access it through their preferred mobile device.

Manage Your Tasks Efficiently

• Intuitive workflows and a clear display ensure that upcoming tasks and follow-ups are easily understood.

Effortlessly Upload Files

• Eliminate the need for paper shuffling between your home and tax professional's office by securely sending all necessary files through the Client Portal.

Stay Connected at Any Time

• The Client Portal allows you to communicate directly with your accountant, giving you the ability to ask questions, seek clarification, and more.

Please note that if your tax or accounting professional does not use Canopy, you will not have access to the Canopy Client Portal.