Canopy Client Portal

Name: Canopy Client Portal
Rating: 4.9 (23074 reviews)
Author: Canopy Tax

By: Canopy Tax App

Secure client interactions

Overview

Version:

2026.7.2

Last updated: 2026-07-14

Ranking

#10,398 ▼ 239

Overall

Features & Capabilities

Canopy Client Portal is a secure space for clients to interact with their accountant. If your tax professional invited you to Canopy, you can access the Client Portal from your preferred mobile device and start collaborating securely.

Key features include a To-Do List with clear upcoming tasks, the ability to upload files from your device, and a channel to ask questions directly to your accountant. Note: If your tax or accounting professional does not use Canopy, you will not have access to this Client Portal.

User Growth & Download Statistics

App Privacy & Security Communication Task Management

By:

Canopy Tax

Rating:

4.90

(23,074) 59 new ratings

Version:

2026.7.2 Last updated: 2026-07-14

Version code:

888244501

Creation date:

2019-12-10

Compatible devices:

Size:

100.38MB

URLs:

Website ,Privacy policy

Full description:

Source:

Apple Apps Store

Data ingested on:

2026-07-19

Compare stats and ranking:

Ranking

# 10,398 ▼ 239

Other platforms

Canopy Client Portal (v2026.7.2)

150,165 4.64

(2,212)

For Developers

Monetize with App Pass Boost with Extension Booster

Contact the developer

Chrome-Stats does not own this Apple app. Please use these information below to contact the Apple app developer.

Developed by:

Canopy Tax

Apple Apps Store

https://apps.apple.com/us/app/canopy-client-portal/id1477121348

Website:

https://www.getcanopy.com/

User Reviews

Reviewers consistently praise Canopy Client Portal for ease of use, strong organization, and fast document uploads (including photo capture that auto-fills forms). The mobile-focused workflow simplifies tax preparation and reduces mailing of paperwork. A minority note a learning curve and occasional login/access challenges, but overall feedback is strongly positive about the app’s efficiency and user experience.

Pros

Easy to use and user-friendly interface
Very organized platform
Quick and simple document uploads (including photo capture to fill forms)
Digital workflow that streamlines tax prep and facilitates CPA communication

Cons

Recent reviews

It is so easy to upload and connect. I love this app.

by Me*****, 2026-06-21

I appreciate you, Miss Thomas and your staff. They are diligent when working with me and my family now my children. Thank you so much for all that you and your staff do. Your service is excellent, and you are very patient. Thank you, Thank you, Thank you.