Reviews of Canopy Client Portal

By: Canopy Tax

List of user reviews and ratings for Canopy Client Portal

Total ratings

4.65 (Rating count: 2,211)

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Review summary

Users broadly praise Canopy Client Portal for being easy to use, with quick file uploads and straightforward access to information, especially on mobile. The app saves time by simplifying communication with preparers. However, recurring issues include accessibility limitations, unreliable push notifications, a PDF upload limitation (images only), and messages that aren’t readable in-app. Overall usability is strong, but reliability and document handling improvements are needed.

Pros

Easy to use and intuitive
Simple upload and sharing of files
Mobile-friendly and accessible on the go
Fast and efficient, with quick access to needed information
Streamlines communication with your preparer

Cons

Accessibility issues (NOT ACCESSIBLE)
Push notifications sometimes do not push or are unreliable
Organizer only supports images, not PDFs (PDFs not uploadable)
In-app messaging is not readable; you must use email to view messages
Occasional glitches or hiccups that disrupt flow

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User Reviews

Recent rating average: 4.10

All time rating average: 4.65

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2% (13)

Date	Author	Comment
2026-05-28	Am*****	okay My sister did it for me.
okay My sister did it for me.
2026-05-07	Je*****	this app sucks i type in my users name and password and keeps saying invalid bs uninstalld it move on garbage
this app sucks i type in my users name and password and keeps saying invalid bs uninstalld it move on garbage
2026-05-02	Is*****	Great way to simply communicate with my accountant, and to share information and documents!
Great way to simply communicate with my accountant, and to share information and documents!