Canopy Client Portal
Secure client interactions
Gratis
1.19.2for iPhone, iPad
Age Rating
لقطات الشاشة لـ Canopy Client Portal
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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تحديث لأحدث إصدار 1.19.2
Last updated on 28/03/2024
الإصدارات القديمة
Optimizations and eSign bug fixes.
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Version History
1.19.2
28/03/2024
Optimizations and eSign bug fixes.
1.19.1
11/03/2024
Optimizations to help troubleshoot some todo items.
1.19.0
05/02/2024
Updated payment steps to make for a more unified experience throughout the app. We fixed some bugs along the way too.
1.18.0
18/01/2024
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
18/12/2023
Secure Links updates. And, some bug fixes and optimizations.
1.17.0
24/10/2023
Code optimizations to support resolution case updates. A few bug fixes along the way as well.
1.16.0
11/10/2023
Architecture updates to support upcoming CRM features. We fixed some bugs along the way as well.
1.15.7
29/09/2023
Updates to support the new Resolution Case changes.
1.15.6
05/09/2023
Bug fixes and optimizations.
1.15.5
31/07/2023
Bug fixes and optimizations.
1.15.4
10/07/2023
Fixed a bug related to fillable PDF fields.
1.15.3
24/04/2023
Minor updates to the payment flow, including a new payment receipt view. We fixed a few bugs along the way too.
1.15.2
12/04/2023
Bug fixes and optimizations.
1.15.1
05/04/2023
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
08/03/2023
An updated billing and payments experience, with a few bug fixes along the way.
1.14.1
21/02/2023
Bug fixes and optimizations.
1.14.0
21/02/2023
An updated request experience with a new tab view that better supports longer request descriptions and lengthy conversation threads.
1.13.3
13/02/2023
Updates to deep links and push notification routing for an upcoming web release.
1.13.2
06/02/2023
Bug fixes and optimizations.
1.13.1
30/01/2023
Updates to the document viewer library and a few other bug fixes and optimizations along the way.
1.13.0
19/01/2023
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
06/12/2022
Bug fixes and optimizations.
1.12.8
16/11/2022
This release preps the app for upcoming payment updates. And, we fixed a few bugs along the way.
1.12.7
09/11/2022
Bug fixes and optimizations.
1.12.6
04/11/2022
Bug fixes and optimizations.
Canopy Client Portal FAQ
Canopy Client Portal متاح في مناطق أخرى غير البلدان المقيدة التالية:
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 هي مدعومة على اللغات Inglés
انقر هنا لمعرفة كيفية تنزيل Canopy Client Portal في بلد أو منطقة محظورة.
تحقق من القائمة التالية لمعرفة الحد الأدنى من المتطلبات Canopy Client Portal.
iPhone
Requiere iOS 16.0 o posterior.
iPad
Requiere iPadOS 16.0 o posterior.
