Canopy Client Portal vs LedgerHQ

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.

Access to the featured LedgerHQ and Tally services requires a paid auto-renewing monthly LedgerHQ subscription. New account owners purchase it in the iPhone app through Apple. Invited users and members of an existing paid account can sign in without making another purchase. Apple shows the exact localized price and plan capacity before purchase. Your books in your pocket. Tally ready to talk anytime. LedgerHQ gives you one place to keep your bookkeeping moving. Connect bank and card accounts with Plaid, review transactions, code activity, answer bookkeeping requests, reconcile accounts, post journal entries, and open clear financial reports from your iPhone. Tally is your AI bookkeeper. Ask what needs attention. Send a message or use voice. Tally can read the bookkeeping context you choose and help you work through transactions, requests, reports, and follow-up. You decide whether to enable Tally's third-party AI providers before anything is sent. For business owners: • See cash, bank activity, recent work, and financial reports. • Reply to private requests from your accounting team. • Share receipts and documents. • Export reports as PDF or XLSX. For accounting firms: • Work across every company you manage. • Code and post bank activity. • Review requests, statements, reconciliations, accounts, and journals. • Talk with Tally across the firm. • Invite clients into their own private company view. LedgerHQ subscriptions purchased in the app are billed monthly by Apple. Each plan includes LedgerHQ and Tally for the number of businesses or managed companies shown before purchase. The subscription renews automatically unless canceled at least 24 hours before the end of the current period. You can restore purchases and manage or cancel through Apple. Terms of Use (Apple Standard EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ LedgerHQ Terms of Service: https://ledgerhq.ai/terms Privacy Policy: https://ledgerhq.ai/privacy LedgerHQ is available in the United States.