CLIENT PORTAL SOFTWARE FOR ACCOUNTANTS
Client Portal
Because your clients want a one-stop shop too.
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Auto-matched uploads that instantly connect incoming documents to open tasks or checklist items
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Secure access via portal or smart links—no login hoops, no app required
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Auto-reminders for payments, signatures, invoices, and tasks
“We love the portal. The portal is super easy to use. It's super easy for the customer to navigate and use. Yeah, the portal is phenomenal. And we love the comments and annotations that we can use within the files.”Melissa Laverty, AccountAbility
Deliver 5-star experiences in your sleep.
A happy client is a client for life.
Client Actions Completed Faster
Get paid faster when using Canopy’s Client Portal, where clients can save payment information and get notifications on payment requests. You’ll be (pleasantly) surprised just how fast invoices are paid. See even more on payments here.
Complete Custom Branding
Look like a rockstar (or super-professional firm) with customizable firm branding and a 5-star app that you didn’t have to build. It’s easy to use—even for your once-a-year tax clients. (Be prepared, though: they’ll be so impressed, they might start asking about what other services you offer.)
Secure and Convenient
If your client has a thumb or a face, they can log in to the app. Or send them a secure-link to a specific task (e-signature, file share, etc.) without the need to log in. We’ll make it as easy as possible to get tasks done.
Client Portal
Learn how Canopy will minimize the barrier to entry for your clients.
Collect eSignatures
Clients can quickly access and electronically sign documents that you prepare for them. The document opens directly to the exact spot you need them to sign, with AI now placing signature fields automatically. This reduces hassle and saves time. FACT: users sign twice as fast over the app vs. a web browser.
*functionality also available via secure links (no login required).
Accept Payments
Clients can view their outstanding balance, invoices, and payment history. They can pay in full or make partial payments. And saved card or ACH information makes it easier for them to pay and pay quickly.
Share Files
Your clients can easily capture images of their documents with their phone’s camera. The app will convert them into a professional PDF format (no more screenshots, pictures, or wonky file formats). Clients can also upload images and files individually or multiple at a time from their mobile device or computer from Dropbox, Google Drive, or their hard drive.
Request Files
Send your clients detailed to-do lists via client requests, making it easy for them to know exactly what you need from them and when you need it. And don’t worry, automation means we’ll take care of the reminding for you. Gentle pestering is our favorite.
Send Custom Questionnaires
Easily send clients forms for any purpose—organizers, feedback, client intake, and more. Collect documents and files within the same seamless experience, making client communication simpler than ever.
Keep it Secure
Clients can utilize secure access with multi-factor authentication: web encryption, touch and face ID, and email, text/SMS, and authenticator apps. With multi-factor authentication, they can confidently and securely share and access data from anywhere.
Communicate with your Clients
Make any type of communication as easy as possible for clients by housing it all in the client portal—phone numbers, website, scheduling, and emails.
“From a customer experience perspective, this is one of the best in class products. You can customize the portal login page, and I had great success training clients well into their 70’s to use the client portal.”
“The two features that my firm likes the most in Canopy is the Client Portal and Tax Resolution (IRS transcript delivery service). The time and money savings is incredible. Thank you Canopy!”
Apps Your Clients Will Love
See what our users have to say
Apple Users
4.9 Stars; 19K+ Ratings
- “The reason I love using this portal is because my husband works shift work and it’s hard sometimes to schedule an appointment. With this portal we can do everything on here and we don’t have to worry about him missing a day's work to get it all done. It is very convenient.”
- “So easy to use with new features all the time.”
- “This app has been super easy to use for my taxes! The camera document scanner works super quickly and make it surprisingly easy to upload a whole stack of tax forms that I had been dreading.”
Android Users
4.8 Stars; 2K+ Ratings
- “Everything all-in-one place right at your fingertips… I can do everything from my phone or laptop: Upload all my documents, update all my information, and more.”
- “1st time user and everything went through just fine.😊”
- “It is so easy to navigate! I don't have to think about anything. Whatever document I think my tax professional might need I just upload. I can snap a photo and upload or scan, email, and then upload (if I'm feeling fancy, lol). Fire app! 🔥”
A client portal that you (& your clients) will love.
Ready to get started?
Frequently Asked Questions
Can’t find the answer you are looking for? Reach out to our support team.
Yes! All accounting firms, CPAs and tax professionals should use a client portal. Modern clients expect an easy-to-use space to interact with their CPA that is also available in mobile. Not only does it create a seamless, positive experience for your clients but it makes your job as their accountant easier as well.