Canopy Client Portal

Canopy Tax 無料 iPhone / iPad対応ファイナンスビジネス 64bit

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iPhone
iPad

現在、このアプリは非公開になっている可能性があります (探す)

Canopy Taxのファイナンスアプリ

「Canopy Client Portal」は、Canopy Taxが配信するファイナンスアプリです。

ファイナンスビジネス

このアプリの話題とニュース

新バージョン1.1.2が配信開始。新機能や改善アップデートがされています。
2019年12月10日(火)にiPhoneとiPad両対応のユニバーサルアプリとしてリリース！

使い方や遊び方

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.
If your tax or accounting professional does not use Canopy, you will not have access to Canopy Client Portal.

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.