Client Portal Hero

CLIENT PORTAL SOFTWARE FOR ACCOUNTANTS

Client Portal

(Because clients need a one-stop-shop too.)

 

 

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Deliver 5-star experiences in your sleep.

A happy client is a client for life.

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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 surprised just how fast invoices are paid. See even more on payments here.

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Complete custom branding

Look like a rockstar 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. (Warning: they’ll be so impressed, they might start asking about what other services you offer.)

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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. 

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Client Portal

Learn how Canopy will minimize the barrier to entry for your clients.

Clients can quickly access and electronically sign documents that you prepare for them. The document will even open to the exact spot you need them to sign, reducing hassle and saving time. FACT: users sign twice as fast over the app vs. a web browser. *functionality also available via secure links (no login required).

Clients can view their outstanding balance, invoices, and payment history. They can pay in full or make partial payments. And saved card information makes it easier for them to pay and pay quickly. 

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. 

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, we’ll take care of the reminding for you. Gentle pestering is our favorite.

Send your clients pre-built forms to help you gather all of the requisite information needed to move forward on projects. No need to nag them, either. Automated reminders take the burden of following-up off of your firm.

Clients can utilize secure access with two-factor authentication, encryption on the web, and Touch or Face ID to safely and quickly log into their app. The days of forgotten passwords could be behind you.

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.

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!

Brian M.

/ Capterra

Apps your clients will love


See what our users have to say

Apple Users   download-app-store

4-8 stars   4.9 Stars; 6.3K 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   google-play-badge@2x

4-6 stars   4.8 Stars; 1.4K 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! 🔥”
capterra-shortlist-2023
45 stars white
G2

4.5 stars on Capterra

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.

 

Austin M. / CPA

A client portal that you (and your clients) will love.

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.

Yes. You can add custom branding to every aspect of communications with your clients, from email to the client portal itself.

Canopy's Client Portal is considered best in the accounting industry due to it's easy-to-use and intuitive design. Clients have a streamlined view where they will see a to-do list with tasks they need to complete. They can click on each task to complete it. We also provide a robust knowledge base full of videos, helpful articles and best practices.

Yes, Canopy's Client Portal is free for your clients. To register, all you have to do is send your clients an invitation and they will be able to create a password and log in.

Communication with clients in-app is just as easy as texting, just more secure! Simply have them comment on a client request and you can carry on a conversation.