# Canopy Client Portal — user reviews > 161 indexed App Store user reviews of Canopy Client Portal by Canopy Tax, rated 4.90/5 from 23,471 ratings. - Source: https://appshunter.io/ios/app/canopy-client-portal/id1477121348/reviews - App overview in markdown: https://appshunter.io/ios/app/canopy-client-portal/id1477121348.md - Rating breakdown: 5★ 20,871 · 4★ 2,145 · 3★ 373 · 2★ 33 · 1★ 49 ## What do users think of Canopy Client Portal? Overall sentiment: positive **Pros** - 👍 Easy to use and navigate - 🚀 Convenient and efficient document upload - 🔒 Secure and reliable - 💡 Helpful and patient customer service - 👍 User-friendly interface - 🚀 Fast document transfer - 👍 Intuitive and self-explanatory - 🚀 Saves time and effort - 👍 Organized and orderly **Cons** - 🐛 Camera feature needs improvement for cropping and centering - 🐛 Occasional issues with scanning documents **Commonly reported bugs** - Login screen issues on mobile app - Incompatibility with older devices **Most requested features** - Improve camera feature for better document scanning - Add more cropping and centering options for uploaded documents ## Newest reviews (18 of 161) ### 5/5 — Amazing *2026-04-10, version 1.34.2* This accounting firm does an incredible job! I would recommend them to anyone. ### 4/5 — Website? *2026-04-09, version 1.34.2* I wish I could get to this content from my computer in addition to my iPhone. ### 5/5 — Portal *2026-04-08, version 1.34.2* Wow. That was easy. Love it ### 5/5 — Easy to access *2026-04-02, version 1.34.1* Easy to access app & user friendly ### 5/5 — Income Tax - Definitely less stressful with your group. *2026-03-25, version 1.34.1* Thank you for your valued services. You make a stressful time almost stress free. ### 4/5 — New *2026-03-20, version 1.34.0* Still figuring it out ### 5/5 — Rating Portal *2026-03-18, version 1.34.0* Using the Portal is so easy and easy to use. Me not knowing about computers, this was even easier for me to use. ### 5/5 — Great app *2026-03-14, version 1.33.2* Very easy to use ### 5/5 — Easy, straightforward app *2026-03-04, version 1.33.0* Once you get the hang of it, the app works great. ### 5/5 — Amazing *2026-03-02, version 1.33.0* This app has been the best app I’ve ever used for taxes. I will forever be grateful for this app. ### 5/5 — Not so tech savvy *2026-03-01, version 1.33.0* I’m not the biggest fan of technology but this app is easy and self explanatory. I’m a really big fan of it. Really happy my CPA introduced me to it ### 5/5 — Business done right *2026-02-28, version 1.33.0* Very professional and will make sure its done right! ### 5/5 — Chuck *2026-02-27, version 1.33.0* After a steep learning curve the app works well and the ability to review histories is a definite convenience ### 4/5 — Messages *2026-02-24, version 1.33.0* I would like if I could send a message to my tax advisor through the portal. Otherwise, I like the app. ### 5/5 — ONVIO *2026-02-24, version 1.33.0* Great App ### 5/5 — Used for Tax CPA *2026-02-22, version 1.32.1* I have been using this app for 2 years to upload my tax documents to my CPA. It’s really easy to use to upload your documents. You can also take a photo of your document and it would fill out your form from the scanned documents. ### 5/5 — Client *2026-02-12, version 1.32.1* Mrs Riley Wortley is truly an asset to our family! I value her communication with us every step of the way I highly recommend the firm She is hired through Sproles Woodard LLC ### 5/5 — Finishline *2026-02-08, version 1.32.1* New to me, but navigating it slowly ## Most critical reviews (10 lowest-rated) ### 1/5 — Difficult to access *2026-03-30, version 1.34.1* Really challenging to login and access important documents. Would not recommend for client facing organizations ### 1/5 — Horrible *2025-10-21, version 1.26.0* I have been charged $4100 to help with back owed taxes and these people have done nothing for me after a year and a half. It took seven months to even get reply’s for messages from them. I would not contact these people if I were you. Contact a real lawyer first. ### 1/5 — Zero support *2023-04-07, version 1.15.1* There is no way to get support for this app. There isn’t even contact info and when the app crashes, it locks you out. I’m still waiting for anybody to contact me in anyway. You just lose all your info ### 1/5 — Can’t Login *2021-03-19, version 1.3.8* When I click Sign In, the grey circle keeps rolling, never goes to the page where I can type in my id and password. I deleted the app, and reinstalled it, same thing happens. I can login from the computer, just not the iPhone app. ### 1/5 — Can't get past email verification *2021-01-30, version 1.3.7* I wanted to give this app a chance, but there's no way to get past the email verification screen. I click the verify link in the email, and when i return to the app, it never updates to reflect that i've verified. So after 15 frustrating minutes, I've deleted the app and will stick to the website, which is good enough to get the job done. **Developer response:** We apologize that you were experiencing issues with our two-factor authentication process. As a result of this, we have updated that screen and added a manual refresh button that will allow you to continue to the app once you verify. We hope you'll give it another try. Thanks again for the honest feedback and we do take these issues seriously (hence why we fixed it as quickly as possible). ### 3/5 — Could be more user friendly *2026-02-15, version 1.32.1* When I upload my documents, the app does not save the name I originally gave my documents, so I have to take the time rename all of them. With 31 documents, this took a significant amount of time. The documents are also automatically listed alphabetically on the app with no other options. I would like an option to arrange them in the order I prefer (the order that corresponds with my tax notes to my preparer). I would also like an option to add notes in the app to my preparer. ### 3/5 — Not able to make notes *2025-05-23, version 1.24.7* If want to make notes I can not do it spoke to admin group but never able to short out issue ### 3/5 — Good system *2025-04-12, version 1.24.5* Notifications from the system are inconsistent ### 3/5 — Ironic *2024-02-24* Ironic that an app to help upload tax documents would be a bit hard to operate thereby making it more difficult for our tax preparer to complete our taxes who needed us to reload documents. The sole reason I downloaded the app was the upload feature. I am sure the upload was unclear on my accountant’s side most in part to operator error. “Stupid user”, says every app-developer of a short lived app. It’s actually a great app to have in the long-run to access documents with loads of real future convenience potential. It lays things out in an orderly fashion. Big props to our long-time accounting firm for embracing the use of a technology focused on my benefit as the client. Maybe the developers could fix the camera feature to slow down the time (or maybe it is to increase the time) allowed to center on a document, and definitely add a better set of cropping and centering features for uploading from a camera. In my case I took several sets of photos before settling on “the best I could get the program to take”. I’m probably spoiled by the camera program on my phone making cropping so simple normally. Otherwise, this app is on to something great. Thanks for this next step in innovation- keep trying. Efforts much appreciated. See you again next tax season. **Developer response:** We appreciate your feedback and will continue improving the app for years to come! ### 3/5 — App is ok but feels phoned in *2020-07-18, version 1.3.3* It doesn’t support auto fill of credit cards, nor Apple Pay nor auto fill of email address nor name etc. ## Most praised reviews (10 highest-rated) ### 5/5 — Easy Canopy *2026-09-03, version 2026.8.4* It's a very friendly application! ### 5/5 — Felicia Testing *2026-09-02, version 2026.8.4* Testing ### 5/5 — Site *2026-08-13, version 2026.8.2* Site easy to use ### 5/5 — “Taxes in order” *2026-07-22, version 2026.7.3* Excellent platform, I can find everything, when I need and how I need it. Impeccable! ### 5/5 — App is easy to use *2026-07-07, version 2026.6.6* You can look at tasks you’re to complete. You can upload files and leave comments about your files. ### 5/5 — Always a call away. *2026-07-05, version 2026.6.6* It always feels good when you meet the right people. You, we, all of us become instant family. Here’s to the best of us, and for the rest of us? Learn to gamble. Hahaha! ### 5/5 — Easy *2026-06-21, version 2026.6.4* It is so easy to upload and connect. I love this app. ### 5/5 — Mrs. V. Thomas *2026-05-15, version 1.35.0* 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. ### 5/5 — Great Portal *2026-05-02, version 1.35.0* Great addition to my workflow, the platform is very user-friendly. One of the biggest advantages is how organized everything is. ### 5/5 — Easy accountability *2026-04-21, version 1.34.3* Canopy is an easy app to figure out. Super quick to upload documents to another location. Saves money and time on each upload. No hassle mailing documents. --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-09-12.*