Canopy Client Portal
Canopy Tax Finance iPhoneiPadiPod touch
Canopy Client Portal is a free Finance app for iPhone and iPad by Canopy Tax. Rated 4.9/5 from 24,252 ratings. Requires iOS 17.0. Updated October 21, 2026.
- Rating
- 4.9
- 24.2K ratings
- Price
- Free
- on the App Store
- Size
- 109 MB
- Age 4+
- Updated
- Oct 21
- 2026 · v2026.10.3
Screenshots
About 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.
Ratings & reviews
4.9
24.2K ratings
What’s new
Version 2026.10.3 · Updated October 21, 2026
Attaching files saved to Canopy on tasks, subtasks, requests, comments or messages is now (finally) available. Anywhere you can add a file to these items, you’ll now find the option to browse and attach it from your client files, internal files or personal files already in Canopy. Of course, we fixed some bugs along the way as well.
App privacy
The developer, Canopy Tax, reported these privacy practices to Apple.
Data Linked to You
The following data, which may be collected and linked to your identity, may be used for the following purposes:
- Location: Coarse Location
- Usage Data: Product Interaction
- Diagnostics: Crash Data, Performance Data
- Contact Info: Email Address, Name, Other User Contact Info, Physical Address, Phone Number
- User Content: Photos or Videos
- Identifiers: User ID
Used for: Analytics, App Functionality, Other Purposes
Alternatives to Canopy Client Portal
Looking for apps like Canopy Client Portal? Here are 6 similar apps on the App Store. The highest rated is TaxDome Client Portal (4.9/5), and all 6 are free to download.
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TaxDome Client Portal
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Altruist Client
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Northwestern Mutual
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Amex Business Blueprint™
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ERGO NEXT Insurance
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LPL Account View
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Canopy Client Portal | 4.9 / 5 (24,252 ratings) | Free | October 21, 2026 | |
| TaxDome Client Portal | 4.9 / 5 (42,541) | Free | Oct 5, 2026 | Compare |
| Altruist Client | 4.8 / 5 (1,640) | Free | Oct 8, 2026 | Compare |
| Northwestern Mutual | 4.8 / 5 (11,723) | Free | Oct 12, 2026 | Compare |
| Amex Business Blueprint™ | 4.8 / 5 (8,531) | Free | Oct 16, 2026 | Compare |
| ERGO NEXT Insurance | 4.9 / 5 (14,740) | Free | Oct 21, 2026 | Compare |
| LPL Account View | 4.6 / 5 (4,490) | Free | Oct 10, 2026 | Compare |