Used Canopy Client Portal for iOS? Share your experience and help other users.
Key Details of Canopy Client Portal
- Secure client interactions.
- Last updated on
- There have been 7 updates
- Virus scan status:
Clean (it’s extremely likely that this software program is clean)
Developer’s Description
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.
If your tax or accounting professional does not use Canopy, you will not have access to Canopy Client Portal.
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 professionals office and your home. Use the Client Portal to securely send all necessary files.
Ask Questions Anytime
The Client Portal enables you to send questions directly to your accountant. Follow up, ask for clarity, and more.
Used Canopy Client Portal for iOS? Share your experience and help other users.
