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Canopy Client Portal for iPhone - APP DOWNLOAD

Secure client interactions

Canopy Client Portal is a finance iPhone app specially designed to be fully-featured business app.

Download App
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.

Related: Vector Security: Monitor and control your home or business from anywhere and in real-time with a Vector Security or ADS Security-enabled security system

Canopy Client Portal Walkthrough video reviews

1. How to Set Up the Client Portal App

2. Canopy Product Highlight: Tax Season 2020

Download Canopy Client Portal free for iPhone and iPad

In order to download IPA files follow these steps.

Step 1: Download the Apple Configurator 2 app to your Mac.

Note that you will need to have macOS 10.15.6 installed.

Step 2: Log in to Your Apple Account.

Now you have to connect Your iPhone to your Mac via USB cable and select the destination folder.

Step 3: Download the Canopy Client Portal IPA File.

Now you can access the desired IPA file in the destination folder.


Download from the App Store