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Canopy Client Portal Gameplay, Trailers and Related Videos

Watch Jones Tax Canopy Client Portal App: How to Guide video.

Watch Canopy Product Highlight: January 2019 video.

Watch Matrix™ 7.0 Creating an Agent Profile for the Client Portal video.

Watch This is Canopy video.

Watch Canopy Product Highlight: August 2019 video.

Watch Matrix™ 7.0 Uploading Headers and Footers for Client Portal video.

Watch Canopy MLS video.

Watch Client Portal Messaging video.

Watch MatrixTM Minute video.

Watch Navigate Through Client Portal video.

About the application:

Canopy has simplified how you share files and exchange info with your accountant. This apk 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 hold 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 important 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.