Canopy Client Portal

1.19.1 for iPhone, iPad
Free
0

0 Ratings

Update Date

2024-03-11

Size

73.0 MB

Screenshots for iPhone

iPhone
Canopy Client Portal 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.
Canopy Client Portal 1.19.1 Update
2024-03-11
Optimizations to help troubleshoot some todo items.
More Information
Price:
Free
Version:
1.19.1
Size:
73.0 MB
Genre:
Business
Update Date:
2024-03-11
Developer:
Canopy Tax
Language:
English
Developer Apps

Safe to Download

AppPure.com and the download link of this app are 100% safe. The download link of this app will be redirected to the official App Store site, thus the app is original and has not been modified in any way.

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1.19.1 2024-03-11
Optimizations to help troubleshoot some todo items.
1.17.0 2023-10-24
Code optimizations to support resolution case updates. A few bug fixes along the way as well.
1.16.0 2023-10-11
Architecture updates to support upcoming CRM features. We fixed some bugs along the way as well.
1.15.7 2023-09-29
Updates to support the new Resolution Case changes.
1.15.6 2023-09-05
Bug fixes and optimizations.
1.15.5 2023-07-31
Bug fixes and optimizations.
1.15.4 2023-07-10
Fixed a bug related to fillable PDF fields.
1.15.3 2023-04-24
Minor updates to the payment flow, including a new payment receipt view. We fixed a few bugs along the way too.
1.15.2 2023-04-12
Bug fixes and optimizations.
1.15.1 2023-04-05
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 2023-03-08
An updated billing and payments experience, with a few bug fixes along the way.
1.14.1 2023-02-21
Bug fixes and optimizations.
1.12.7 2022-11-09
Bug fixes and optimizations.
1.12.6 2022-11-04
Bug fixes and optimizations.
1.12.3 2022-10-07
File viewer optimizations and bug fixes.
1.11.2 2022-09-08
Bug fixes and optimizations.
1.11.1 2022-09-01
Added support for the upcoming eSign Secure Links web release and fixed a few bugs along the way.
1.11.0 2022-08-01
Fillable PDF files just got easier to complete. You’ll notice an entirely-new experience when completing fillable PDF files that are sent to you by your accountant or ones you have uploaded. Additional bug fixes and optimizations are also included.
1.10.1 2022-07-25
Bug fixes and optimizations.
1.10.0 2022-07-21
Viewing files is the most used feature in our apps. Documents are often the source of truth. Because of this, we're bringing file viewing functionality from the web to the apps, creating standardization and flexibility. This will also lay the groundwork for upcoming document collaboration features. We also fixed a few bugs along the way.
1.9.3 2022-06-23
Bug fixes and optimizations.
1.9.1 2022-04-08
Fixed a bug some users were experiencing when adding files to a client request.
1.9.0 2022-04-02
Your life is about to get easier. You can now select and upload multiple files from your photos, files, or file storage apps like Dropbox or Google Drive. This functionality builds upon one of our most used features—scanning and uploading documents from the app. We also fixed a few bugs along the way.
1.8.1 2022-02-26
Updates to PDF viewing and a few small bug fixes.
1.8.0 2022-02-10
Now, you can sort your files by A-Z, Z-A, newest or oldest to locate files quickly and easily. Additionally, the full file timestamp is now displayed. And, you can now share a fillable PDF from its current state for printing or storing for later completion. Of course, we fixed several bugs and code optimizations along the way.
1.7.2 2022-01-20
Authentication updates and a few other bug fixes/optimizations.
1.7.1 2022-01-15
Bug fixes and optimizations.
1.7.0 2022-01-12
If your accountant sends PDF forms that can be filled out, you can now complete them in the app. In addition, you can now upload files into existing folders. Finally, we did fix some bugs and perform optimizations for the best experience possible.
1.5.6 2021-10-06
Increased minimum OS version for added security and performance. We also made a few bug fixes.
1.5.5 2021-08-06
Updated push notification routing for an upcoming web release. And, we fixed a few bugs along the way.
1.3.6 2020-10-07
Bug fixes with date picker and other optimizations.
1.3.5 2020-09-15
A few bug fixes and optimizations.
1.3.4 2020-08-21
Added support for you to switch between two different accounting firms in the app, if both are using Canopy. And, we fixed a few bugs along the way.
1.3.3 2020-07-17
We found that some people were experiencing issues scanning documents on supported devices (the scanning process would just stop). Thankfully, that has been fixed, along with a few other bugs and optimizations along the way. Phew.
1.3.2 2020-05-10
We have updated the fonts and colors maximize legibility and squashed a few bugs along the way.
1.3.1 2020-04-04
A few bug fixes and optimizations to make your experience even better.