Canopy Client Portal

Zions Bank Mobile Banking

64 reviews

Free

Details about Canopy Client Portal

Released
Updated
iOS Version
Age Rating
Size
Devices
Languages

December 10, 2019
October 5, 2024
16.0+
4+
79.56MB
iPhone, iPad
English

Features

Supports Wallet

Developer of Canopy Client Portal

Canopy Tax, Inc.

⭐️4.9 / 5

Rating↘︎

🙌9.7K

Ratings

📼7 scs

Media↘︎

📦~ in 0 month

Updates frequency↘︎

📝5+ topics

Topics↘︎

📌8 available

Review highlights↘︎

🗣❌ unsupported

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Reviews Summary
Versions
Price History
Description
FAQ

Summary of user reviews for Canopy Client Portal

Positive highlights

📱

This app hasUser-friendly and convenient app

⚡️

This app hasFast document transfer and upload

🔒

This app hasSecure portal for communication with tax professionals

🗂️

This app hasOrganized document management and access

🤝

This app hasExcellent customer service and support

🕰️

This app hasSaves time and reduces stress during tax season

Negative highlights

🔍

This app hasIssues with camera feature and document scanning

🤖

This app hasLack of advanced features like autofill and mobile payments

Version History of Canopy Client Portal

1.20.3

August 28, 2024

Bug fixes and optimizations.

1.20.2

August 20, 2024

Updates to the in-app feedback system and a few other bug fixes and optimizations.

1.20.1

July 18, 2024

Bug fixes and optimizations.

1.20.0

June 17, 2024

Now you can conveniently pay your outstanding invoices with Apple Pay. To do this, your firm must have Canopy Payments enabled without surcharging.

1.19.3

May 20, 2024

Updated app feedback experience and support for payment links. Other performance improvements were also added.

1.19.2

March 28, 2024

Optimizations and eSign bug fixes.

1.19.1

March 11, 2024

Optimizations to help troubleshoot some todo items.

1.19.0

February 5, 2024

Updated payment steps to make for a more unified experience throughout the app. We fixed some bugs along the way too.

1.18.0

January 18, 2024

The mobile app now supports the ability for you to review, sign and approve proposals of work provided to you by your firm. We also fixed a few bugs along the way.

1.17.2

December 18, 2023

Secure Links updates. And, some bug fixes and optimizations.

Price History of Canopy Client Portal

Description of Canopy Client Portal

Canopy has simplified how you share files and exchange information with your accountant. This app is designed for you, the client. You have likely been invited to the Canopy Client Portal by your tax professional, including access to the Client Portal via your preferred mobile device. Check off your To-Do List Intuitive workflows and a prominent display will keep your upcoming tasks and follow-ups crystal clear. Upload Files from your Device End the continuous shuffling of papers back and forth between your tax professional’s office and your home. Use the Client Portal to securely send all necessary files. Ask Questions Anytime The Client Portal enables you to send questions directly to your accountant. Follow up, ask for clarity, and more. NOTE: If your tax or accounting professional does not use Canopy, you will not have access to Canopy Client Portal.

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Canopy Client Portal: FAQ

Does Canopy Client Portal work on iPad devices?

Yes, Canopy Client Portal is available for iPad users.

Who is the developer of the Canopy Client Portal app?

Canopy Tax, Inc. built the Canopy Client Portal app.

What’s the minimum iOS version supported by the Canopy Client Portal app?

The Canopy Client Portal app requires iOS 16.0 or later.

What is the overall user rating for Canopy Client Portal?

The overall user rating of the Canopy Client Portal app is 4.9.

What is the category of the Canopy Client Portal app?

Canopy Client Portal Relates To The Finance App Genre.

What is the latest version of Canopy Client Portal?

The latest Canopy Client Portal version released is 1.20.3.

When did the new Canopy Client Portal update come out?

October 5, 2024 is the date of the latest update of the Canopy Client Portal app.

When did Canopy Client Portal come out?

Canopy Client Portal officially launched on February 5, 2023.

What age is suitable for the Canopy Client Portal app?

Canopy Client Portal is considered child-appropriate and rated Canopy Tax, Inc..

What languages are available on Canopy Client Portal?

The following list of languages is supported by the Canopy Client Portal app: English.

Is Canopy Client Portal included in the roster of games on Apple Arcade?

No, Canopy Client Portal is not on Apple Arcade.

Does Canopy Client Portal support in-app purchases?

No, Canopy Client Portal does not support in-app purchases.

Does Canopy Client Portal provide support for Apple Vision Pro?

No, Canopy Client Portal does not provide support for Apple Vision Pro.

Does Canopy Client Portal use ad-based monetization?

No, Canopy Client Portal does not use ad-based monetization.

Screenshots of Canopy Client Portal

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