AppCorpus
Market US

Canopy Client Portal

by Canopy Tax

iPhone · iPad

Active Last checked 5 Sep 2026

Quick verdict

What it is
Store information collected; independent summary not yet available.
At a glance
  • Free to download

Categories and search queries

Official categories

AppCorpus categories

Key functions

Function Availability Access Scope Evidence
Apple Wallet Yes Free App Store Store published
Free app Yes Free Store published

Screens

App Store

21 store screenshots

Canopy Client Portal ipad screenshot 1
Canopy Client Portal ipad screenshot 2
Canopy Client Portal ipad screenshot 3
Canopy Client Portal ipad screenshot 4

Pricing & paywalls

App Store

  • Free

Ratings & reviews

App Store

4.9 23599 ratings · App Store

  1. 5/54 years and still going strong

    KC Accounts is very professional , gets the job done right . KC Accounts make sure to ask the right questions and files the right paperwork to ensure you’re getting the proper and right tax refund back. This is my fourth year filing with KC accounts , they must be doing something right I keep coming back!!!

    LeeleeCheakey · 5 Sep 2026

  2. 3/5Ironic

    Ironic that an app to help upload tax documents would be a bit hard to operate thereby making it more difficult for our tax preparer to complete our taxes who needed us to reload documents. The sole reason I downloaded the app was the upload feature. I am sure the upload was unclear on my accountant’s side most in part to operator error. “Stupid user”, says every app-developer of a short lived app. It’s actually a great app to have in the long-run to access documents with loads of real future convenience potential. It lays things out in an orderly fashion. Big props to our long-time accounting firm for embracing the use of a technology focused on my benefit as the client. Maybe the developers could fix the camera feature to slow down the time (or maybe it is to increase the time) allowed to center on a document, and definitely add a better set of cropping and centering features for uploading from a camera. In my case I took several sets of photos before settling on “the best I could get the program to take”. I’m probably spoiled by the camera program on my phone making cropping so simple normally. Otherwise, this app is on to something great. Thanks for this next step in innovation- keep trying. Efforts much appreciated. See you again next tax season.

    Scoutsnthings · 5 Sep 2026

  3. 5/5Tax Return Document Transfer

    Once I loaded all of my pdf files to a single file folder, it was easy to “select all” files and hit the “open” button to transfer the files into the Canopy iPhone app. Plus, it was super fast, transferring 19 files (14MB of data) in less than a minute. Easy peasy.

    jehassee · 5 Sep 2026

  4. 5/5User Friendly and Convenient

    I was going to my job to scan and send tax documents to my tax preparer, but I decided to view the app first. I am glad I did! I was able to understand the instructions, scan, and upload what was requested within minutes. This saved me travel, gas, and time which I'm always excited about. I look forward to learning about the other features of this app and how it will help me and the preparer make filing taxes less stressful.

    Mrs TJack · 5 Sep 2026

  5. 5/5Tremendously helpful tool

    Canopy has been a great tool where we can utilize a CPA office that is somewhat distant and rather than mailing things back and forth we drop it all on Canopy. When the annual tax return is done it is sitting there where I can easily email it to lenders and partners. Also, it is convenient to store our corporate info such as ID numbers etc on there for reference when we aren’t in the office. Lastly, when we switched firms, the former firm gave the new firm our credentials and all of our historicals were right where we needed them to be- even huge programs like LACERT data went over seamlessly.

    excersise guy · 5 Sep 2026

Privacy & accessibility

App Store

Privacy

  • Data Linked to You — Analytics — Diagnostics — Crash Data Developer declared
  • Data Linked to You — Analytics — Diagnostics — Performance Data Developer declared
  • Data Linked to You — Analytics — Location — Coarse Location Developer declared
  • Data Linked to You — Analytics — Usage Data — Product Interaction Developer declared
  • Data Linked to You — App Functionality — Contact Info — Email Address Developer declared
  • Data Linked to You — App Functionality — Contact Info — Name Developer declared
  • Data Linked to You — App Functionality — Contact Info — Other User Contact Info Developer declared
  • Data Linked to You — App Functionality — Identifiers — User ID Developer declared
  • Data Linked to You — App Functionality — User Content — Photos or Videos Developer declared
  • Data Linked to You — Other Purposes — Contact Info — Phone Number Developer declared
  • Data Linked to You — Other Purposes — Contact Info — Physical Address Developer declared
  • Data Linked to You — Contact Info Developer declared
  • Data Linked to You — Diagnostics Developer declared
  • Data Linked to You — Identifiers Developer declared
  • Data Linked to You — Location Developer declared
  • Data Linked to You — Usage Data Developer declared
  • Data Linked to You — User Content Developer declared

Accessibility

No accessibility labels collected yet.

Versions

App Store

  • 1.31.2

    Improved total due presentation in engagements.

  • 1.32.0

    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.

  • 1.32.1

    Fixed a bug with file renaming after scanning.

  • 1.33.0

    Updated the display of services in Engagements as well as other improvements to the paste/upload function in Document Checklists.

  • 1.33.1

    Updated the file share-to experience and fixed some bugs along the way.

  • 1.33.2

    Quick bug fix and optimization release.

  • 1.34.0

    When paying for services with credit/bank accounts, you can schedule those payments in advance to better fit your budgets.

  • 1.34.1

    Bug fixes and optimizations.

  • 1.34.2

    App optimizations.

  • 1.34.3

    Bug fixes and optimizations

  • 1.35.0

    Support for upcoming features, including Client Messaging.

  • 2026.5.3

    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.

  • 2026.5.4

    Bug fixes and optimizations

  • 2026.5.5

    Bug fixes and optimizations

  • 2026.6.1

    Bug fixes and optimizations

  • 2026.6.2

    Bug fixes and optimizations

  • 2026.6.3

    Bug fixes and optimizations

  • 2026.6.4

    Bug fixes and optimizations

  • 2026.6.5

    Bug fixes and optimizations

  • 2026.6.6

    Bug fixes and optimizations

  • 2026.7.1

    Bug fixes and optimizations

  • 2026.7.2

    Bug fixes and optimizations

  • 2026.7.3

    Bug fixes and optimizations

  • 2026.7.4

    Bug fixes and optimizations

  • 2026.8.1 · 4 Aug 2026

    Bug fixes and optimizations

  • 2026.8.2

    Bug fixes and optimizations

  • 2026.8.3

    Bug fixes and optimizations

  • 2026.8.4 · 25 Aug 2026

    Bug fixes and optimizations

Alternatives

Availability by market

Data quality & evidence

Page completeness
Live store listing
Last verified
5 Sep 2026
Sources
App Store, Google Play

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