Canopy Client Portal is a free, web-based service that is accessible by phone and tablet. It has become a popular way to connect with your accountant and manage your tax affairs. It is an all-in-one tool for tax professionals and accountants to collaborate on client files. It also offers a simple way for clients to stay on top of their tax and financial obligations.

The app works like a typical file-sharing service, but it is secure and confidential.

This provided an intuitive workflow to have a clear visual on the upcoming tasks.