Screenshots

Description

Canopy streamlines your work so you can help more clients. With the Canopy mobile app you can access your tax practice from anywhere.

Stay connected to contacts
Whether you’re at your desk or on-the-go, get up to speed on client relationships, record notes, and communicate over native phone, messenger, and email apps.

Take your files anywhere
Be prepared for any client or IRS call with mobile access to your files. Review, share and upload files and connect with Box, Dropbox, Google Drive, and more.

Security built for mobile
Protect your data with two-factor authentication, encryption, and Touch or Face ID. Manage devices and revoke access if one is lost or stolen.


About Canopy
Canopy’s full suite of products includes Practice Management, Tax Resolution, and Tax Prep. Each of our products automates busywork and connects your entire practice so you can focus on building your business.

What’s New

Version 1.1.1

New landscape document view, improved contact list retrieval and filtering as well as a few bug fixes and optimizations.

Ratings and Reviews

4.6 out of 5
10 Ratings

10 Ratings

Information

Seller
Canopy Tax, Inc.
Size
22.8 MB
Category
Business
Compatibility

Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.

Languages

English

Age Rating
Rated 4+
Copyright
© 2019 Canopy Tax, Inc
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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