Canopy Client Portal vs Quinley

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.

PRIVACY-FIRST PERSONAL FINANCE, POWERED BY AI Your financial co-pilot — without giving up your privacy. Quinley helps you track your net worth, understand where your money goes, and get AI-powered insights built from your real data. No bank connections. No data selling. No surprises. WHY QUINLEY: Most finance apps require your bank login and share your data with third parties. Quinley doesn't. — No bank connections required — No data selling, ever — Your financial data stays on your device — You're always in control EVERYTHING YOU NEED: — NET WORTH TRACKING See your complete financial picture in one place. Track every account, set a goal, and watch your progress with milestone celebrations along the way. — SPENDING TRACKER Clean, readable transaction registers for every account. Reconcile balances, manage transfers, and stay on top of recurring bills. — BUDGETS & SPENDING INSIGHTS See exactly where your money goes — by category, by payee, by month. Spot trends before they become problems. — ASK QUINLEY Your financial co-pilot. Ask plain-English questions like "Where am I spending the most?" or "When will I hit my goal?" and get clear, honest answers based on your real data — not guesses. — YOUR FINANCIAL STORY Every week and month, Quinley writes you a short, honest recap of your financial life — written like a story, not a spreadsheet. — PROFESSIONAL REPORTS Export beautiful PDF reports in seconds. Great for taxes, planning, or your own records. — IMPORT & EXPORT FREELY Bring in existing data from CSV files from Chase, Bank of America, Capital One, Mint, YNAB, and more. Export anytime. Your data is always yours. — MADE TO FIT YOU Dark mode and adjustable text size make Quinley comfortable for everyone, every day. — YOUR DATA. YOUR DEVICE. YOUR CONTROL. Quinley was built on a simple belief: understanding your money shouldn't cost you your privacy. No ad tracking, no data resale, no hidden fees for basic use. One day, one insight, one story at a time. Quinley helps you understand and organize your own finances. It is not a licensed financial advisor and does not provide investment, tax, or legal advice. QUINLEY PLUS (OPTIONAL) Quinley Plus adds iCloud sync between your devices and household sharing with one other person. It's available as a monthly or yearly auto-renewing subscription. Payment is charged to your Apple Account at confirmation of purchase. The subscription renews automatically unless canceled at least 24 hours before the end of the current period. Manage or cancel any time in your Apple Account settings. Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://quinley.app/privacy