Canopy Client Portal is made and published by Canopy Tax. AppBrain is an independent app data site and isn't affiliated with Canopy Tax. The app name, icon, screenshots and description belong to Canopy Tax and are shown as published on the App Store.

About Canopy Client Portal

Canopy Client Portal is a finance app developed by Canopy Tax.

What is the rating of Canopy Client Portal?

Canopy Client Portal is rated 4.86 out of 5 stars, based on 24 thousand ratings.

Is Canopy Client Portal free?

Canopy Client Portal is free. The app size is 103.02 MB. The latest version available is 2026.9.4. The last update was on September 29, 2026.

What are the requirements for Canopy Client Portal?

The app has a content rating of Everyone. The app has been available on the App Store since December 2019.

Description by Canopy Tax (from the App Store)

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.

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Screenshots

Screenshots by Canopy Tax, from the the App Store listing

4.86 · 23,940 reviews

Official page on the App Store Also on Google Play

Also available on Google Play

Canopy Client Portal

Canopy Tax

4.6

Free

100,000+

Alternatives to Canopy Client Portal

Changelog of Canopy Client Portal

No changelog data

Developer information for Canopy Tax

Canopy Tax

Address:

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App Store Rankings for Canopy Client Portal

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Technologies used by Canopy Client Portal

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