Canopy Client Portal
Secure client interactions
Free
1.19.2for iPhone, iPad
Age Rating
Canopy Client Portal Screenshots
About 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 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.
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What's New in the Latest Version 1.19.2
Last updated on Mar 28, 2024
Old Versions
Optimizations and eSign bug fixes.
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Version History
1.19.2
Mar 28, 2024
Optimizations and eSign bug fixes.
1.19.1
Mar 11, 2024
Optimizations to help troubleshoot some todo items.
1.19.0
Feb 5, 2024
Updated payment steps to make for a more unified experience throughout the app. We fixed some bugs along the way too.
1.18.0
Jan 18, 2024
The mobile app now supports the ability for you to review, sign and approve proposals of work provided to you by your firm. We also fixed a few bugs along the way.
1.17.2
Dec 18, 2023
Secure Links updates. And, some bug fixes and optimizations.
1.17.0
Oct 24, 2023
Code optimizations to support resolution case updates. A few bug fixes along the way as well.
1.16.0
Oct 11, 2023
Architecture updates to support upcoming CRM features. We fixed some bugs along the way as well.
1.15.7
Sep 29, 2023
Updates to support the new Resolution Case changes.
1.15.6
Sep 5, 2023
Bug fixes and optimizations.
1.15.5
Jul 31, 2023
Bug fixes and optimizations.
1.15.4
Jul 10, 2023
Fixed a bug related to fillable PDF fields.
1.15.3
Apr 24, 2023
Minor updates to the payment flow, including a new payment receipt view. We fixed a few bugs along the way too.
1.15.2
Apr 12, 2023
Bug fixes and optimizations.
1.15.1
Apr 5, 2023
Adding a separate files tab on requests to more easily see the files added to or attached to a request. As always, we also fixed a few bugs and made other optimizations to improve your experience.
1.15.0
Mar 8, 2023
An updated billing and payments experience, with a few bug fixes along the way.
1.14.1
Feb 21, 2023
Bug fixes and optimizations.
1.14.0
Feb 21, 2023
An updated request experience with a new tab view that better supports longer request descriptions and lengthy conversation threads.
1.13.3
Feb 13, 2023
Updates to deep links and push notification routing for an upcoming web release.
1.13.2
Feb 6, 2023
Bug fixes and optimizations.
1.13.1
Jan 30, 2023
Updates to the document viewer library and a few other bug fixes and optimizations along the way.
1.13.0
Jan 19, 2023
An updated payments experience for firms using the new Canopy Payments service. This includes the new wallet feature to make it easier to manage your various payment methods. Other bugs were fixed along the way.
1.12.9
Dec 6, 2022
Bug fixes and optimizations.
1.12.8
Nov 16, 2022
This release preps the app for upcoming payment updates. And, we fixed a few bugs along the way.
1.12.7
Nov 9, 2022
Bug fixes and optimizations.
1.12.6
Nov 4, 2022
Bug fixes and optimizations.
Canopy Client Portal FAQ
Canopy Client Portal is available in regions other than the following restricted countries:
Niger,Georgia,Luxembourg,Malawi,Croatia,Thailand,Czech Republic,South Africa,Bulgaria,Sri Lanka,Yemen,Belarus,Spain,Micronesia,Japan,Zambia,Palau,Congo,Jordan,Oman,Pakistan,Kazakhstan,Liberia,Macao,Mauritania,Austria,Bahrain,Solomon Islands,South Korea,Lao Peoples Democratic Republic,Libya,Chad,Brunei Darussalam,Fiji,United Kingdom,Sweden,Tunisia,Cape Verde,Guinea-bissau,Turkmenistan,Swaziland,Benin,Mali,Cote Divoire,Rwanda,Nigeria,Burkina Faso,Egypt,Indonesia,Nauru,Qatar,Germany,Lithuania,Malaysia,Estonia,Hong Kong,Cambodia,Angola,Botswana,Serbia,Sao Tome & Principe,Kosovo,Mongolia,Namibia,Poland,Algeria,Mozambique,Morocco,Moldova,Macedonia,Mauritius,Papua New Guinea,Albania,Finland,Tonga,Turkey,Switzerland,Greece,Ireland,Italy,Malta,Seychelles,France,Gabon,Senegal,Ukraine,Latvia,Slovakia,Azerbaijan,Bhutan,Vietnam,Vanuatu,Armenia,Norway,Saudi Arabia,Iceland,Montenegro,China,Cyprus,India,Belgium,Congo, Democratic Republic,Cameroon,Ghana,Kyrgyzstan,Netherlands,Afghanistan,Israel,Myanmar,Taiwan,Tajikistan,Tanzania,Zimbabwe,Bosnia & Herzegovina,Hungary,Iraq,Madagascar,Romania,Slovenia,Denmark,Gambia,Uganda,Uzbekistan,United Arab Emirates,Lebanon,Portugal,Kenya,Kuwait,Russia,Sierra Leone,Maldives,Nepal
Canopy Client Portal supports English
Click here to learn how to download Canopy Client Portal in restricted country or region.
Check the following list to see the minimum requirements of Canopy Client Portal.
iPhone
Requires iOS 16.0 or later.
iPad
Requires iPadOS 16.0 or later.
