Canopy Client Portal
Canopy Client Portal
Collaborate with your accountant using our intuitive mobile app.
Reviews
0.00%
0.00%
0.66%
7.98%
91.36%
★
★★
★★★
★★★★
★★★★★
0 rates
0 rates
10 rates
121 rates
1,386 rates
Comments
TAMMY FULLER
★★★★★
"Easy-to-use software"
Version: 1.12.5
"Easy-to-use software"
Version: 1.12.5
D. Anthony Brunson
★★★★
"At first glance better functionality than the previous platform."
Version: 1.13.4
"At first glance better functionality than the previous platform."
Version: 1.13.4
Corey High
★★★★★
"Very easy to use, lol even for me."
Version: 1.12.11
"Very easy to use, lol even for me."
Version: 1.12.11
Frank Ferreira
★★★★★
"Great help to communicate with Tax Quotes."
Version: 1.14.1
"Great help to communicate with Tax Quotes."
Version: 1.14.1
Jose Rodriguez
★★★★★
"Easy to understand"
Version: 1.11.0
"Easy to understand"
Version: 1.11.0
Christine Ramirez
★★★
"I`ve enjoyed using this to manage our tax inf9rmation, however as of today I`m no longer to access. There is no open option, only Uninstaller, and the app has completely disappeared from my phone. Help!"
Version: 1.14.1
"I`ve enjoyed using this to manage our tax inf9rmation, however as of today I`m no longer to access. There is no open option, only Uninstaller, and the app has completely disappeared from my phone. Help!"
Version: 1.14.1
Mark Clark
★★★★★
"Simple, clear, accurate"
Version: 1.10.0
"Simple, clear, accurate"
Version: 1.10.0
Cyndi Collier
★★★★★
"This is the easiest app I have ever used."
Version: 1.12.4
"This is the easiest app I have ever used."
Version: 1.12.4
S Jessee
★★★★
"Been great. However, sent emails and no answer and can not find the copies I told it to save."
Version: 1.14.1
"Been great. However, sent emails and no answer and can not find the copies I told it to save."
Version: 1.14.1
norberto gutierrez
★★★★★
"Great Service for professional documents"
Version: 1.13.4
"Great Service for professional documents"
Version: 1.13.4
Ashraf Hanna
★★★★★
"User friendly and easy to use"
Version: 1.8.2
"User friendly and easy to use"
Version: 1.8.2
David Floyd
★★★★★
"The tax professional made it very simple to understand. All I needed to do was read and sign my documents."
Version: 1.14.1
"The tax professional made it very simple to understand. All I needed to do was read and sign my documents."
Version: 1.14.1
Tess Swan
★
"Overcharged. What a hassle. Not a user friendly app."
Version: 1.10.0
"Overcharged. What a hassle. Not a user friendly app."
Version: 1.10.0
Rosa Smith
★★★★★
"It`s so much easier now to upload all documents on the portal."
Version: 1.14.1
"It`s so much easier now to upload all documents on the portal."
Version: 1.14.1
Cinnamon R.
★★★★★
"Simple and very easy to use"
Version: 1.15.1
"Simple and very easy to use"
Version: 1.15.1
Axel Lopez
★★★★★
"Great and reliable app"
Version: 1.13.4
"Great and reliable app"
Version: 1.13.4
Kevin Forrest
★★★★★
"The receptionist are very helpful and respectful the app is easy to access many works great for me I`m not the greatest and Technology LOL"
Version: 1.9.3
"The receptionist are very helpful and respectful the app is easy to access many works great for me I`m not the greatest and Technology LOL"
Version: 1.9.3
Colton Gardner
★★★★
"At first there were issues with Android 13 file permissions. I reached out to the devs and they fixed it faster than I expected. Great job and thank you for the customer service. It seems to be working now!"
Version: 1.12.10
"At first there were issues with Android 13 file permissions. I reached out to the devs and they fixed it faster than I expected. Great job and thank you for the customer service. It seems to be working now!"
Version: 1.12.10
Bryan York
★★★★★
"Easy and cool app."
Version: 1.14.1
"Easy and cool app."
Version: 1.14.1
i SABOTEUR
★★★★★
"I used Canopy Client Portal the past 2 years and will use it again. It made my tax seasons fast and easy. 5 stars all day!"
Version: 1.9.2
"I used Canopy Client Portal the past 2 years and will use it again. It made my tax seasons fast and easy. 5 stars all day!"
Version: 1.9.2
com.canopytax.client
Installs: 50,000+
(90,458 at
2024-03-04 22:24:36)
Version: 1.19.1
Category: Productivity
Pegi : Everyone
Publish Date : Dec 10, 2019
Update Date : 2024-02-08
Android Version : 8.0
Version: 1.19.1
Category: Productivity
Pegi : Everyone
Publish Date : Dec 10, 2019
Update Date : 2024-02-08
Android Version : 8.0
Available on
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Screenshots
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.
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 necessary files.
Ask Questions Anytime
The Client Portal enables you to send questions directly to your accountant. 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.
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 necessary files.
Ask Questions Anytime
The Client Portal enables you to send questions directly to your accountant. 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.
RECENT CHANGES
Bug fixes and optimizations.
DATA SAFETY AND SECURITY
This app has access to
Camera
· take pictures and videosContacts
· find accounts on the deviceIdentity
· find accounts on the deviceMicrophone
· record audioOther
· full network access· prevent device from sleeping
· run at startup
· view network connections
Photos/Media/Files
· read the contents of your USB storage· modify or delete the contents of your USB storage
Storage
· modify or delete the contents of your USB storage· read the contents of your USB storage
Security Practices
Data is encrypted in transit
· Your data is transferred over a secure connection
Data can’t be deleted
· The developer doesn’t provide a way for you to request that your data be deleted
Data this app may collect
App activity
App interactions (Optional) : AnalyticsOther user-generated content (Optional) : Analytics, Account management
App info and performance
Crash logs (Optional) : AnalyticsDiagnostics (Optional) : Analytics
Other app performance data (Optional) : Analytics
Device or other IDs
Device or other IDs (Optional) : App functionality, Analytics, Fraud prevention, security, and compliance, Personalization, Account managementFiles and docs
Files and docs (Optional) : App functionalityFinancial info
Other financial info (Optional) : Account managementPurchase history (Optional) : App functionality, Fraud prevention, security, and compliance, Account management
Location
Approximate location (Optional) : App functionality, Analytics, Fraud prevention, security, and complianceMessages
Other in-app messages (Optional) : App functionalityPersonal info
Address (Optional) : Account managementEmail address (Optional) : App functionality, Analytics, Developer communications, Fraud prevention, security, and compliance, Personalization, Account management
Name (Optional) : Fraud prevention, security, and compliance, Account management
Phone number (Optional) : Account management
User IDs (Optional) : App functionality, Analytics, Fraud prevention, security, and compliance, Personalization, Account management
Photos and videos
Photos (Optional) : App functionality
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