Canopy Client Portal: Simplify File Sharing with Your Accountant

Canopy Client Portal is a free iPhone app developed by Canopy Tax Inc. for business and productivity purposes. It is designed for clients who have been invited by their tax professional to access the Client Portal via their preferred mobile device. With this app, you can easily share files and exchange information with your accountant without the need for continuous shuffling of papers.

The app features an intuitive workflow and a prominent display that keeps your upcoming tasks and follow-ups clear. You can check off your to-do list and securely send all necessary files to your tax professional through the Client Portal. Additionally, you can ask questions anytime and send them directly to your accountant, giving you the opportunity to follow up and ask for clarity.

Please note that if your tax or accounting professional does not use Canopy, you will not be able to access the Canopy Client Portal. Overall, Canopy Client Portal is a useful app that simplifies file sharing and communication between clients and their tax professionals.