Canopy Client Portal2026.10.1 - App Store
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Publisher Description
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.
Version History Bug fixes and optimizations 2026.10.1 Oct 6 An updated invoice view is now available to make it easier to see all invoice details. Of course, the full PDF is available if you prefer. Either way, we're making it easier to see your invoices and make payments. We also fixed some bugs along the way. 2026.9.4 Sep 29 Bug fixes and optimizations 2026.9.3 Sep 22 Welcome to the all-new Canopy Client Portal! You'll find an updated experience to make your common activities easier to access. Switching portal accounts is now at the top and your firm's logo and contact details are in the Settings area. Within To-do's, you'll now see open and completed items with filters to isolate specific ones (eSign, requests, questionnaires, etc.). As always, send us in-app feedback from the Settings area. 2026.9.1 Sep 21 Bug fixes and optimizations 2026.8.4 Aug 25 Bug fixes and optimizations 2026.8.3 Aug 24 Bug fixes and optimizations 2026.8.2 Aug 11 Bug fixes and optimizations 2026.8.1 Aug 4 Bug fixes and optimizations 2026.7.4 Jul 28 Bug fixes and optimizations 2026.7.3 Jul 21 Bug fixes and optimizations 2026.7.2 Jul 14 Bug fixes and optimizations 2026.7.1 Jul 7 Bug fixes and optimizations 2026.6.6 Jun 30 Bug fixes and optimizations 2026.6.5 Jun 24 Bug fixes and optimizations 2026.6.4 Jun 16 Bug fixes and optimizations 2026.6.3 Jun 9 Bug fixes and optimizations 2026.6.2 Jun 3 Bug fixes and optimizations 2026.6.1 Jun 2 Bug fixes and optimizations 2026.5.5 May 27 Bug fixes and optimizations 2026.5.4 May 21 Updated the scalability and added security for our payments service. Added additional client messaging features for that upcoming feature and fixed several bugs along the way. 2026.5.3 May 20 Support for upcoming features, including Client Messaging. 1.35.0 Apr 29 Bug fixes and optimizations 1.34.3 Apr 11 App optimizations. 1.34.2 Apr 7 Bug fixes and optimizations. 1.34.1 Mar 25
About Canopy Client Portal
The company that develops Canopy Client Portal is Canopy Tax, Inc.. The latest version released by its developer is 2026.10.1.
To install Canopy Client Portal on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2026-10-14 and was downloaded 0 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Canopy Client Portal as malware if the download link is broken.
How to install Canopy Client Portal on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the Canopy Client Portal is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After Canopy Client Portal is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
Program Details
System requirements
Download information
Pricing
Version History
version 2026.10.1
posted on 2026-10-14
Version History Bug fixes and optimizations 2026.10.1 Oct 6 An updated invoice view is now available to make it easier to see all invoice details. Of course, the full PDF is available if you prefer. Either way, we're making it easier to see your invoices and make payments. We also fixed some bugs along the way. 2026.9.4 Sep 29 Bug fixes and optimizations 2026.9.3 Sep 22 Welcome to the all-new Canopy Client Portal! You'll find an updated experience to make your common activities easier to access. Switching portal accounts is now at the top and your firm's logo and contact details are in the Settings area. Within To-do's, you'll now see open and completed items with filters to isolate specific ones (eSign, requests, questionnaires, etc.). As always, send us in-app feedback from the Settings area. 2026.9.1 Sep 21 Bug fixes and optimizations 2026.8.4 Aug 25 Bug fixes and optimizations 2026.8.3 Aug 24 Bug fixes and optimizations 2026.8.2 Aug 11 Bug fixes and optimizations 2026.8.1 Aug 4 Bug fixes and optimizations 2026.7.4 Jul 28 Bug fixes and optimizations 2026.7.3 Jul 21 Bug fixes and optimizations 2026.7.2 Jul 14 Bug fixes and optimizations 2026.7.1 Jul 7 Bug fixes and optimizations 2026.6.6 Jun 30 Bug fixes and optimizations 2026.6.5 Jun 24 Bug fixes and optimizations 2026.6.4 Jun 16 Bug fixes and optimizations 2026.6.3 Jun 9 Bug fixes and optimizations 2026.6.2 Jun 3 Bug fixes and optimizations 2026.6.1 Jun 2 Bug fixes and optimizations 2026.5.5 May 27 Bug fixes and optimizations 2026.5.4 May 21 Updated the scalability and added security for our payments service. Added additional client messaging features for that upcoming feature and fixed several bugs along the way. 2026.5.3 May 20 Support for upcoming features, including Client Messaging. 1.35.0 Apr 29 Bug fixes and optimizations 1.34.3 Apr 11 App optimizations. 1.34.2 Apr 7 Bug fixes and optimizations. 1.34.1 Mar 25
version 2026.10.1
posted on 2026-10-06
Version History Bug fixes and optimizations 2026.10.1 2h ago An updated invoice view is now available to make it easier to see all invoice details. Of course, the full PDF is available if you prefer. Either way, we're making it easier to see your invoices and make payments. We also fixed some bugs along the way. 2026.9.4 6d ago Bug fixes and optimizations 2026.9.3 Sep 22 Welcome to the all-new Canopy Client Portal! You'll find an updated experience to make your common activities easier to access. Switching portal accounts is now at the top and your firm's logo and contact details are in the Settings area. Within To-do's, you'll now see open and completed items with filters to isolate specific ones (eSign, requests, questionnaires, etc.). As always, send us in-app feedback from the Settings area. 2026.9.1 Sep 21 Bug fixes and optimizations 2026.8.4 Aug 25 Bug fixes and optimizations 2026.8.3 Aug 24 Bug fixes and optimizations 2026.8.2 Aug 11 Bug fixes and optimizations 2026.8.1 Aug 4 Bug fixes and optimizations 2026.7.4 Jul 28 Bug fixes and optimizations 2026.7.3 Jul 21 Bug fixes and optimizations 2026.7.2 Jul 14 Bug fixes and optimizations 2026.7.1 Jul 7 Bug fixes and optimizations 2026.6.6 Jun 30 Bug fixes and optimizations 2026.6.5 Jun 24 Bug fixes and optimizations 2026.6.4 Jun 16 Bug fixes and optimizations 2026.6.3 Jun 9 Bug fixes and optimizations 2026.6.2 Jun 3 Bug fixes and optimizations 2026.6.1 Jun 2 Bug fixes and optimizations 2026.5.5 May 27 Bug fixes and optimizations 2026.5.4 May 21 Updated the scalability and added security for our payments service. Added additional client messaging features for that upcoming feature and fixed several bugs along the way. 2026.5.3 May 20 Support for upcoming features, including Client Messaging. 1.35.0 Apr 29 Bug fixes and optimizations 1.34.3 Apr 11 App optimizations. 1.34.2 Apr 7 Bug fixes and optimizations. 1.34.1 Mar 25
version 2026.9.4
posted on 2026-10-03
Version History An updated invoice view is now available to make it easier to see all invoice details. Of course, the full PDF is available if you prefer. Either way, we're making it easier to see your invoices and make payments. We also fixed some bugs along the way. 2026.9.4 3d ago Bug fixes and optimizations 2026.9.3 Sep 22 Welcome to the all-new Canopy Client Portal! You'll find an updated experience to make your common activities easier to access. Switching portal accounts is now at the top and your firm's logo and contact details are in the Settings area. Within To-do's, you'll now see open and completed items with filters to isolate specific ones (eSign, requests, questionnaires, etc.). As always, send us in-app feedback from the Settings area. 2026.9.1 Sep 21 Bug fixes and optimizations 2026.8.4 Aug 25 Bug fixes and optimizations 2026.8.3 Aug 24 Bug fixes and optimizations 2026.8.2 Aug 11 Bug fixes and optimizations 2026.8.1 Aug 4 Bug fixes and optimizations 2026.7.4 Jul 28 Bug fixes and optimizations 2026.7.3 Jul 21 Bug fixes and optimizations 2026.7.2 Jul 14 Bug fixes and optimizations 2026.7.1 Jul 7 Bug fixes and optimizations 2026.6.6 Jun 30 Bug fixes and optimizations 2026.6.5 Jun 24 Bug fixes and optimizations 2026.6.4 Jun 16 Bug fixes and optimizations 2026.6.3 Jun 9 Bug fixes and optimizations 2026.6.2 Jun 3 Bug fixes and optimizations 2026.6.1 Jun 2 Bug fixes and optimizations 2026.5.5 May 27 Bug fixes and optimizations 2026.5.4 May 21 Updated the scalability and added security for our payments service. Added additional client messaging features for that upcoming feature and fixed several bugs along the way. 2026.5.3 May 20 Support for upcoming features, including Client Messaging. 1.35.0 Apr 29 Bug fixes and optimizations 1.34.3 Apr 11 App optimizations. 1.34.2 Apr 7 Bug fixes and optimizations. 1.34.1 Mar 25 When paying for services with credit/bank accounts, you can schedule those payments in advance to better fit your budgets. 1.34.0 Mar 15
version 2026.9.3
posted on 2026-09-26
Version History Bug fixes and optimizations 2026.9.3 3d ago Welcome to the all-new Canopy Client Portal! You'll find an updated experience to make your common activities easier to access. Switching portal accounts is now at the top and your firm's logo and contact details are in the Settings area. Within To-do's, you'll now see open and completed items with filters to isolate specific ones (eSign, requests, questionnaires, etc.). As always, send us in-app feedback from the Settings area. 2026.9.1 4d ago Bug fixes and optimizations 2026.8.4 Aug 25 Bug fixes and optimizations 2026.8.3 Aug 24 Bug fixes and optimizations 2026.8.2 Aug 11 Bug fixes and optimizations 2026.8.1 Aug 4 Bug fixes and optimizations 2026.7.4 Jul 28 Bug fixes and optimizations 2026.7.3 Jul 21 Bug fixes and optimizations 2026.7.2 Jul 14 Bug fixes and optimizations 2026.7.1 Jul 7 Bug fixes and optimizations 2026.6.6 Jun 30 Bug fixes and optimizations 2026.6.5 Jun 24 Bug fixes and optimizations 2026.6.4 Jun 16 Bug fixes and optimizations 2026.6.3 Jun 9 Bug fixes and optimizations 2026.6.2 Jun 3 Bug fixes and optimizations 2026.6.1 Jun 2 Bug fixes and optimizations 2026.5.5 May 27 Bug fixes and optimizations 2026.5.4 May 21 Updated the scalability and added security for our payments service. Added additional client messaging features for that upcoming feature and fixed several bugs along the way. 2026.5.3 May 20 Support for upcoming features, including Client Messaging. 1.35.0 Apr 29 Bug fixes and optimizations 1.34.3 Apr 11 App optimizations. 1.34.2 Apr 7 Bug fixes and optimizations. 1.34.1 Mar 25 When paying for services with credit/bank accounts, you can schedule those payments in advance to better fit your budgets. 1.34.0 Mar 15 Quick bug fix and optimization release. 1.33.2 Mar 7
version 2026.8.4
posted on 2026-09-19
Version History Bug fixes and optimizations 2026.8.4 Aug 25 Bug fixes and optimizations 2026.8.3 Aug 24 Bug fixes and optimizations 2026.8.2 Aug 11 Bug fixes and optimizations 2026.8.1 Aug 4 Bug fixes and optimizations 2026.7.4 Jul 28 Bug fixes and optimizations 2026.7.3 Jul 21 Bug fixes and optimizations 2026.7.2 Jul 14 Bug fixes and optimizations 2026.7.1 Jul 7 Bug fixes and optimizations 2026.6.6 Jun 30 Bug fixes and optimizations 2026.6.5 Jun 24 Bug fixes and optimizations 2026.6.4 Jun 16 Bug fixes and optimizations 2026.6.3 Jun 9 Bug fixes and optimizations 2026.6.2 Jun 3 Bug fixes and optimizations 2026.6.1 Jun 2 Bug fixes and optimizations 2026.5.5 May 27 Bug fixes and optimizations 2026.5.4 May 21 Updated the scalability and added security for our payments service. Added additional client messaging features for that upcoming feature and fixed several bugs along the way. 2026.5.3 May 20 Support for upcoming features, including Client Messaging. 1.35.0 Apr 29 Bug fixes and optimizations 1.34.3 Apr 11 App optimizations. 1.34.2 Apr 7 Bug fixes and optimizations. 1.34.1 Mar 25 When paying for services with credit/bank accounts, you can schedule those payments in advance to better fit your budgets. 1.34.0 Mar 15 Quick bug fix and optimization release. 1.33.2 Mar 7 Updated the file share-to experience and fixed some bugs along the way. 1.33.1 Mar 5 Updated the display of services in Engagements as well as other improvements to the paste/upload function in Document Checklists. 1.33.0 Feb 23
version 2026.8.2
posted on 2026-08-24
Version History Bug fixes and optimizations 2026.8.2 Aug 11 Bug fixes and optimizations 2026.8.1 Aug 4 Bug fixes and optimizations 2026.7.4 Jul 28 Bug fixes and optimizations 2026.7.3 Jul 21 Bug fixes and optimizations 2026.7.2 Jul 14 Bug fixes and optimizations 2026.7.1 Jul 7 Bug fixes and optimizations 2026.6.6 Jun 30 Bug fixes and optimizations 2026.6.5 Jun 24 Bug fixes and optimizations 2026.6.4 Jun 16 Bug fixes and optimizations 2026.6.3 Jun 9 Bug fixes and optimizations 2026.6.2 Jun 3 Bug fixes and optimizations 2026.6.1 Jun 2 Bug fixes and optimizations 2026.5.5 May 27 Bug fixes and optimizations 2026.5.4 May 21 Updated the scalability and added security for our payments service. Added additional client messaging features for that upcoming feature and fixed several bugs along the way. 2026.5.3 May 20 Support for upcoming features, including Client Messaging. 1.35.0 Apr 29 Bug fixes and optimizations 1.34.3 Apr 11 App optimizations. 1.34.2 Apr 7 Bug fixes and optimizations. 1.34.1 Mar 25 When paying for services with credit/bank accounts, you can schedule those payments in advance to better fit your budgets. 1.34.0 Mar 15 Quick bug fix and optimization release. 1.33.2 Mar 7 Updated the file share-to experience and fixed some bugs along the way. 1.33.1 Mar 5 Updated the display of services in Engagements as well as other improvements to the paste/upload function in Document Checklists. 1.33.0 Feb 23 Fixed a bug with file renaming after scanning. 1.32.1 Feb 4 Document checklists have gone native! You'll now find a better, mobile-native experience to upload documents within document requests (scan, photos, files or paste from clipboard). And, we fixed a few bugs along the way. 1.32.0 Jan 26
version 2026.8.1
posted on 2026-08-05
Version History Bug fixes and optimizations 2026.8.1 13h ago Bug fixes and optimizations 2026.7.4 Jul 28 Bug fixes and optimizations 2026.7.3 Jul 21 Bug fixes and optimizations 2026.7.2 Jul 14 Bug fixes and optimizations 2026.7.1 Jul 7 Bug fixes and optimizations 2026.6.6 Jun 30 Bug fixes and optimizations 2026.6.5 Jun 24 Bug fixes and optimizations 2026.6.4 Jun 16 Bug fixes and optimizations 2026.6.3 Jun 9 Bug fixes and optimizations 2026.6.2 Jun 3 Bug fixes and optimizations 2026.6.1 Jun 2 Bug fixes and optimizations 2026.5.5 May 27 Bug fixes and optimizations 2026.5.4 May 21 Updated the scalability and added security for our payments service. Added additional client messaging features for that upcoming feature and fixed several bugs along the way. 2026.5.3 May 20 Support for upcoming features, including Client Messaging. 1.35.0 Apr 29 Bug fixes and optimizations 1.34.3 Apr 11 App optimizations. 1.34.2 Apr 7 Bug fixes and optimizations. 1.34.1 Mar 25 When paying for services with credit/bank accounts, you can schedule those payments in advance to better fit your budgets. 1.34.0 Mar 15 Quick bug fix and optimization release. 1.33.2 Mar 7 Updated the file share-to experience and fixed some bugs along the way. 1.33.1 Mar 5 Updated the display of services in Engagements as well as other improvements to the paste/upload function in Document Checklists. 1.33.0 Feb 23 Fixed a bug with file renaming after scanning. 1.32.1 Feb 4 Document checklists have gone native! You'll now find a better, mobile-native experience to upload documents within document requests (scan, photos, files or paste from clipboard). And, we fixed a few bugs along the way. 1.32.0 Jan 26 Improved total due presentation in engagements. 1.31.2 Jan 23
version 2026.7.3
posted on 2026-07-23
Version History Bug fixes and optimizations 2026.7.3 1d ago Bug fixes and optimizations 2026.7.2 Jul 14 Bug fixes and optimizations 2026.7.1 Jul 7 Bug fixes and optimizations 2026.6.6 Jun 30 Bug fixes and optimizations 2026.6.5 Jun 24 Bug fixes and optimizations 2026.6.4 Jun 16 Bug fixes and optimizations 2026.6.3 Jun 9 Bug fixes and optimizations 2026.6.2 Jun 3 Bug fixes and optimizations 2026.6.1 Jun 2 Bug fixes and optimizations 2026.5.5 May 27 Bug fixes and optimizations 2026.5.4 May 21 Updated the scalability and added security for our payments service. Added additional client messaging features for that upcoming feature and fixed several bugs along the way. 2026.5.3 May 20 Support for upcoming features, including Client Messaging. 1.35.0 Apr 29 Bug fixes and optimizations 1.34.3 Apr 11 App optimizations. 1.34.2 Apr 7 Bug fixes and optimizations. 1.34.1 Mar 25 When paying for services with credit/bank accounts, you can schedule those payments in advance to better fit your budgets. 1.34.0 Mar 15 Quick bug fix and optimization release. 1.33.2 Mar 7 Updated the file share-to experience and fixed some bugs along the way. 1.33.1 Mar 5 Updated the display of services in Engagements as well as other improvements to the paste/upload function in Document Checklists. 1.33.0 Feb 23 Fixed a bug with file renaming after scanning. 1.32.1 Feb 4 Document checklists have gone native! You'll now find a better, mobile-native experience to upload documents within document requests (scan, photos, files or paste from clipboard). And, we fixed a few bugs along the way. 1.32.0 Jan 26 Improved total due presentation in engagements. 1.31.2 Jan 23 Bug fixes and optimizations. 1.31.1 Jan 19 Updated payment settings that allow your firm added control over payment methods offered. 1.31.0 12/15/2025
version 2026.6.6
posted on 2026-07-01
Version History Bug fixes and optimizations 2026.6.6 5h ago Bug fixes and optimizations 2026.6.5 6d ago Bug fixes and optimizations 2026.6.4 Jun 16 Bug fixes and optimizations 2026.6.3 Jun 9 Bug fixes and optimizations 2026.6.2 Jun 3 Bug fixes and optimizations 2026.6.1 Jun 2 Bug fixes and optimizations 2026.5.5 May 27 Bug fixes and optimizations 2026.5.4 May 21 Updated the scalability and added security for our payments service. Added additional client messaging features for that upcoming feature and fixed several bugs along the way. 2026.5.3 May 20 Support for upcoming features, including Client Messaging. 1.35.0 Apr 29 Bug fixes and optimizations 1.34.3 Apr 11 App optimizations. 1.34.2 Apr 7 Bug fixes and optimizations. 1.34.1 Mar 25 When paying for services with credit/bank accounts, you can schedule those payments in advance to better fit your budgets. 1.34.0 Mar 15 Quick bug fix and optimization release. 1.33.2 Mar 7 Updated the file share-to experience and fixed some bugs along the way. 1.33.1 Mar 5 Updated the display of services in Engagements as well as other improvements to the paste/upload function in Document Checklists. 1.33.0 Feb 23 Fixed a bug with file renaming after scanning. 1.32.1 Feb 4 Document checklists have gone native! You'll now find a better, mobile-native experience to upload documents within document requests (scan, photos, files or paste from clipboard). And, we fixed a few bugs along the way. 1.32.0 Jan 26 Improved total due presentation in engagements. 1.31.2 Jan 23 Bug fixes and optimizations. 1.31.1 Jan 19 Updated payment settings that allow your firm added control over payment methods offered. 1.31.0 12/15/2025 Standardized the display of client name throughout the app to be more consistent with your firm's preferences. 1.30.1 12/09/2025 Your firm can now send more powerful engagements with package options to fit your budget and individual needs. 1.30.0 12/02/2025 Updated eSign experience with new field labels and field types. 1.29.0 11/17/2025
version 2026.6.3
posted on 2026-06-11
Version History Bug fixes and optimizations 2026.6.3 1d ago Bug fixes and optimizations 2026.6.2 Jun 3 Bug fixes and optimizations 2026.6.1 Jun 2 Bug fixes and optimizations 2026.5.5 May 27 Bug fixes and optimizations 2026.5.4 May 21 Updated the scalability and added security for our payments service. Added additional client messaging features for that upcoming feature and fixed several bugs along the way. 2026.5.3 May 20 Support for upcoming features, including Client Messaging. 1.35.0 Apr 29 Bug fixes and optimizations 1.34.3 Apr 11 App optimizations. 1.34.2 Apr 7 Bug fixes and optimizations. 1.34.1 Mar 25 When paying for services with credit/bank accounts, you can schedule those payments in advance to better fit your budgets. 1.34.0 Mar 15 Quick bug fix and optimization release. 1.33.2 Mar 7 Updated the file share-to experience and fixed some bugs along the way. 1.33.1 Mar 5 Updated the display of services in Engagements as well as other improvements to the paste/upload function in Document Checklists. 1.33.0 Feb 23 Fixed a bug with file renaming after scanning. 1.32.1 Feb 4 Document checklists have gone native! You'll now find a better, mobile-native experience to upload documents within document requests (scan, photos, files or paste from clipboard). And, we fixed a few bugs along the way. 1.32.0 Jan 26 Improved total due presentation in engagements. 1.31.2 Jan 23 Bug fixes and optimizations. 1.31.1 Jan 19 Updated payment settings that allow your firm added control over payment methods offered. 1.31.0 12/15/2025 Standardized the display of client name throughout the app to be more consistent with your firm's preferences. 1.30.1 12/09/2025 Your firm can now send more powerful engagements with package options to fit your budget and individual needs. 1.30.0 12/02/2025 Updated eSign experience with new field labels and field types. 1.29.0 11/17/2025 Bug fixes and optimizations. 1.28.1 10/27/2025 Core file update for upcoming features. We also fixed several bugs along the way. 1.28.0 10/23/2025 New project proposals will allow you to better understand the work provided. This release also sets up additional changes to the proposal experience in the coming months. We fixed some bugs along the way too. 1.26.0 10/02/2025
Disclaimer
Official App Store Link
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