Canopy Client Portal

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 n...

📱 Category: Client Management

👨‍💻 Developer: Canopy Tax

💰 Price: Free to download

⭐ Rating: 4.9/5 from 20,620 users

🏷️ Genres: Finance, Business

🔞 Age Rating: 4+

📦 Size: 98 MB

🔢 Version: 1.34.0

📲 Requires: iOS 16.4+

📅 On App Store: 6 years

🌍 Languages: 1