Canopy Client Portal: Your Secure Link to Stress-Free Tax Management

The Canopy Client Portal app simplifies secure file sharing and communication between clients and their tax or accounting professionals. Clients can manage tasks, upload documents, ask questions, and make payments through the app.

No, you cannot access the Canopy Client Portal app if your tax or accounting professional does not use Canopy. You must be invited by your professional to use its features.

Clients manage tasks through an intuitive To-Do List in the Canopy Client Portal app. It prominently displays upcoming tasks, follow-ups, and requests from their accountant for efficient completion.

Clients can securely upload files from their device to their accountant using the Canopy Client Portal app. The app supports various document types and allows direct scanning from the camera.

Yes, the Canopy Client Portal app enables clients to send questions directly to their accountant. Clients can follow up, seek clarity, and communicate efficiently within the app's interface.

Yes, the Canopy Client Portal app allows clients to make payments. The app displays outstanding balances and provides a secure interface to pay invoices directly to their accountant.

Yes, the Canopy Client Portal app allows clients to sign documents electronically. The app provides a dedicated interface for applying signatures to agreements and other forms requiring authorization.

You can upload various document types like receipts, bank statements, W2s, and 1098s using the Canopy Client Portal app. It also allows custom file naming and categorization.