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Canopy Client Portal

Canopy Tax · Finance · United States store
NOT IN TOP 100 HERE
View on App Store ↗ Instagram card Google Play version →
Revenue a month, worldwide
Too small to estimate
Not enough chart or ratings data
New ratings
Tracking
Daily counts start building from today
Rating
4.9 of 5
24.3K ratings in this store
Countries it ranks in
0
was 0 on Oct 15, 2026

Revenue

Estimated from the grossing charts of Oct 21, 2026 in the 53 countries we track, and ratings growth on the App Store.

EST. REVENUE / MONTH · WORLDWIDE
Unranked
Not in any grossing chart, and it sells nothing in the store (no in-app purchases, free download). Any revenue comes from ads or payments outside the store, which we can't see.
EST. LIFETIME DOWNLOADS
849.1K to 2.4M
Estimated from ratings count
RATINGS
24.3K
AVG RATING
4.86
PRICE
Free
AGE
6.9y
LAST UPDATE
1d ago
VERSION
2026.10.3
SIZE
109 MB
AGE RATING
4+

Last 29 days

From our daily snapshots of every grossing chart.

DAYS IN A GROSSING CHART
0 / 29
COUNTRIES NOW
0 (was 0)
EST. REVENUE FROM CHARTS, DAILY · BOTH STORES ONLY EST
Show daily values
Sep 24, 2026not in a grossing chart
Sep 25, 2026not in a grossing chart
Sep 26, 2026not in a grossing chart
Sep 27, 2026not in a grossing chart
Sep 28, 2026not in a grossing chart
Sep 29, 2026not in a grossing chart
Sep 30, 2026not in a grossing chart
Oct 1, 2026not in a grossing chart
Oct 2, 2026not in a grossing chart
Oct 3, 2026not in a grossing chart
Oct 4, 2026not in a grossing chart
Oct 5, 2026not in a grossing chart
Oct 6, 2026not in a grossing chart
Oct 7, 2026not in a grossing chart
Oct 8, 2026not in a grossing chart
Oct 9, 2026not in a grossing chart
Oct 10, 2026not in a grossing chart
Oct 11, 2026not in a grossing chart
Oct 12, 2026not in a grossing chart
Oct 13, 2026not in a grossing chart
Oct 14, 2026not in a grossing chart
Oct 15, 2026not in a grossing chart
Oct 16, 2026not in a grossing chart
Oct 17, 2026not in a grossing chart
Oct 18, 2026not in a grossing chart
Oct 19, 2026not in a grossing chart
Oct 20, 2026not in a grossing chart
Oct 21, 2026not in a grossing chart
Oct 22, 2026not in a grossing chart
Best rank Sep 24, 2026: not ranked. Now: not ranked. Days at zero are days outside every grossing chart.

Money and momentum

Measured from the store, not estimated.

WHAT IT CHARGES
No in-app purchases
Earns from its upfront price, ads or payments outside the store.
REVIEW MOMENTUM
0.5 reviews / week
  • Trendrising
  • Recent reviews average4.7 stars
  • Recent 1 and 2 star share4%
From the latest 166 written reviews, covering 2401 days.
RELEASE CADENCE
10 updates in 90 days
  • Typical gap between releases7 days
From the last 25 versions listed on the App Store.
RATING BREAKDOWN
24.3K ratings
5★89%
4★9%
3★2%
2★0%
1★0%

What users want

From the latest 166 reviews on the United States App Store, Mar 26, 2020 to Sep 29, 2026: 4% are 1 or 2 stars. Open a theme to read what people wrote.

WHAT THEY COMPLAIN ABOUT · SHARE OF BAD REVIEWS
Login and account problems50%

3 of the 1 and 2 star reviews.

★★★★★ Really challenging to login and access important documents.
★★★★★ When I click Sign In, the grey circle keeps rolling, never goes to the page where I can type in my id and password.
★★★★★ I wanted to give this app a chance, but there's no way to get past the email verification screen.
Lost data, sync, backup50%

3 of the 1 and 2 star reviews.

★★★★★ You just lose all your info
★★★★★ I deleted the app, and reinstalled it, same thing happens.
★★★★★ So after 15 frustrating minutes, I've deleted the app and will stick to the website, which is good enough to get the job done.
No customer support33%

2 of the 1 and 2 star reviews.

★★★★★ I would not contact these people if I were you.
★★★★★ There is no way to get support for this app.
Missing features33%

2 of the 1 and 2 star reviews.

★★★★★ There is no way to get support for this app.
★★★★★ I wanted to give this app a chance, but there's no way to get past the email verification screen.
WHAT THEY ASK FOR
  • Excellent platform, I can find everything, when I need and how I need it. 5★, Jul 22, 2026
  • I wish I could get to this content from my computer in addition to my iPhone. 4★, Apr 9, 2026
  • I still need more time to explore all its features and take full advantage of it, but overall it has left me with a very good impression. 5★, Sep 4, 2025
  • Maybe the developers could fix the camera feature to slow down the time (or maybe it is to increase the time) allowed to center on a document, and definitely add a better set of cropping and centering features for… 3★, Feb 24, 2024
WORDS THAT KEEP COMING UP IN BAD REVIEWS

Nothing stands out.

WHAT THEY LOVE · SHARE OF GOOD REVIEWS
Easy to use56%

86 of the 4 and 5 star reviews.

★★★★★ It's a very friendly application!
★★★★★ You can look at tasks you're to complete. You can upload files and leave comments about your files.
★★★★★ It is so easy to upload and connect.
Useful, it helps5%

8 of the 4 and 5 star reviews.

★★★★★ Canopy has been a great tool where we can utilize a CPA office that is somewhat distant and rather than mailing things back and forth we drop it all on Canopy. When the annual tax return is done it is sitting there…
★★★★★ Employees were helpful in helping me gather information needed and patience was a virtue since I am technology stupid.
★★★★★ Everyone was very kind informative helpful.
Fast4%

6 of the 4 and 5 star reviews.

★★★★★ You, we, all of us become instant family.
★★★★★ Super quick to upload documents to another location.
★★★★★ Fast, efficient, double authentication secure, no hassle end product.
Accurate, great results3%

5 of the 4 and 5 star reviews.

★★★★★ Once you get the hang of it, the app works great.
★★★★★ After a steep learning curve the app works well and the ability to review histories is a definite convenience
★★★★★ They are accurate and accountable.
Great support2%

3 of the 4 and 5 star reviews.

★★★★★ Customer Service is what is essential for a successful business - that's what makes your company unique - Thanks - JAW
★★★★★ I would especially like to thank Sheena Austin for her kindness and support.
★★★★★ Excellent customer service!

Found by matching words and phrases in the reviews, not read by a person. A review can count toward more than one theme.

What users say

Latest reviews, United States App Store.

★★★★★Sep 29, 2026
Terrible App

Updated so you cannot find anything not even using the search option! If my accountant didn’t make me use this app I would delete it in a heartbeat! I hate it!

★★★★★Sep 3, 2026
Easy Canopy

It's a very friendly application!

★★★★★Sep 2, 2026
Felicia Testing

Testing

★★★★★Aug 13, 2026
Site

Site easy to use

★★★★★Jul 22, 2026
“Taxes in order”

Excellent platform, I can find everything, when I need and how I need it. Impeccable!

★★★★★Jul 7, 2026
App is easy to use

You can look at tasks you’re to complete. You can upload files and leave comments about your files.

Store screenshots

ScreenshotScreenshotScreenshotScreenshotScreenshotScreenshotScreenshotScreenshotScreenshotScreenshot

App Store ads

Apple Search Ads this app ran in the last 90 days, from Apple's public ad repository.

Apple's ad repository couldn't be reached right now. Try again later.

Growth research

Where this app is buying and earning its users. Each link opens pre filtered.

Meta Ad Library ↗Active Facebook and Instagram adsTikTok Creative Center ↗Top performing TikTok adsTikTok creators ↗Organic videos mentioning the appInstagram ↗Reels and posts under its hashtagYouTube ↗Reviews, tutorials and ShortsDeveloper site ↗Landing page and pricing

ASO keywords

Most repeated terms in the listing. Highlighted ones also appear in the title.

client portal8client6portal5canopy4canopy client3tax professional3files3tax3professional3accountant2access2device2follow2send2ask2questions2

What's new in 2026.10.3

Attaching files saved to Canopy on tasks, subtasks, requests, comments or messages is now (finally) available. Anywhere you can add a file to these items, you’ll now find the option to browse and attach it from your client files, internal files or personal files already in Canopy. Of course, we fixed some bugs along the way as well.

Released Dec 10, 2019. Current version shipped Oct 21, 2026.

Store description

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

See this store page in another country

Prices, ranks and reviews are per country. Revenue above is already worldwide.

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