Canopy Client Portal

Name: Canopy Client Portal
Rating: 4.9 (23306 reviews)
Author: Canopy Tax

By: Canopy Tax App

Secure client interactions

Overview

Version:

2026.8.1

Last updated: 2026-08-04

Ranking

#10,236 ▼ 2

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

(23,306) 77 new ratings

Version:

2026.8.1 Last updated: 2026-08-04

Version code:

889260510

Creation date:

2019-12-10

Compatible devices:

Size:

100.69MB

URLs:

Website ,Privacy policy

Full description:

Source:

Apple Apps Store

Data ingested on:

2026-08-10

Compare stats and ranking:

Ranking

# 10,236 ▼ 2

Other platforms

Canopy Client Portal (v2026.8.1)

150,951 4.64

(2,219)

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