{"app_store_id":1477121348,"slug":"canopy-client-portal-1477121348","name":"Canopy Client Portal","subtitle":null,"icon_url":"https://is1-ssl.mzstatic.com/image/thumb/Purple211/v4/85/6e/05/856e0518-fe5e-b6dd-e35e-1dc7695e3de2/ClientAppIcon-0-0-1x_U007emarketing-0-8-0-85-220.png/512x512bb.jpg","store_url":"https://apps.apple.com/us/app/canopy-client-portal/id1477121348?uo=4","price":0,"currency":"USD","rating":4.86244,"rating_count":24251,"in_app_purchases":null,"recent_rating":4.73,"recent_review_count":11,"reviews_checked_at":"2026-10-16T21:53:13.391Z","primary_genre":"Finance","version_date":"2026-10-06T16:21:29Z","updated_at":"2026-10-21T13:01:13.541Z","stale":false,"missing_since":null,"one_liner":"Lets clients share files and send questions to their accountant or tax professional and track upcoming tasks.","verified_maker":false,"maker_site":null,"file_size_bytes":107753472,"minimum_os":"17.0","content_rating":"4+","language_count":1,"screenshots":["https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/1a/be/13/1abe13ad-70d3-c256-46e7-ca1c3ba62134/cba2b226-528d-482d-b83c-b23e5e695d9c_New_IphoneSE_Panel1.png/392x696bb.png","https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/50/60/ee/5060ee1b-0ff7-876e-5cf7-d68769f3afa3/dcca6efa-c0af-4478-9b4d-4599ece7c0f9_New_IphoneSE_Panel2.png/392x696bb.png","https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/b7/60/b7/b760b79b-ad0e-939b-9cc3-3fd58ceddb0d/f1f2cc74-7837-45c4-915e-c94ad0282ebf_New_IphoneSE_Panel3.png/392x696bb.png","https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/45/13/2b/45132b12-8464-a395-58ca-dc4dd6fe0031/5082d218-0964-4e1a-a515-d3afc99f926b_New_IphoneSE_Panel4.png/392x696bb.png","https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/0a/d1/b1/0ad1b1ac-213f-89a2-ee04-8c9d1fc66c5d/acf2fbb7-e807-4b1c-b44a-cf3f897f9cd8_New_IphoneSE_Panel5.png/392x696bb.png","https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/67/6c/c3/676cc338-b746-a312-8fe3-d789467f36b9/10c39199-2867-41af-a853-4763356a612f_New_IphoneSE_Panel6.png/392x696bb.png","https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/d9/e9/2d/d9e92dfd-da4e-1b78-c9d1-5f50d819a201/1ab40a00-1154-43b3-934c-e56118da801e_New_IphoneSE_Panel7.png/392x696bb.png"],"developer_name":"Canopy Tax, Inc.","editors_choice":null,"url":"https://apptierlist.com/apps/canopy-client-portal-1477121348/","api_url":"https://apptierlist.com/api/v1/apps/canopy-client-portal-1477121348","schema_version":"1.0","generated_at":"2026-10-21T20:01:35.135Z","data_as_of":"2026-10-21T13:14:13.707Z","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.\n\nCheck off your To-Do List\nIntuitive workflows and a prominent display will keep your upcoming tasks and follow-ups crystal clear.\n\nUpload Files from your Device\nEnd 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.\n\nAsk Questions Anytime\nThe Client Portal enables you to send questions directly to your accountant. Follow up, ask for clarity, and more.\n\nNOTE: If your tax or accounting professional does not use Canopy, you will not have access to Canopy Client Portal.","facts":{"developer_id":1444764476,"developer_url":"https://www.getcanopy.com/","first_released":"2019-12-10T08:00:00Z","support_url":null,"privacy_url":null,"website_url":null,"app_version":"2026.10.1","release_notes":"Bug fixes and optimizations","rating_current_version":4.86244,"rating_count_current_version":24251,"star_counts":null,"genres":["Finance","Business"],"languages":["EN"],"content_advisories":null,"device_families":null,"chart":null},"freshness":{"apple_read_at":"2026-10-21T13:01:13.541Z","catalog_read_at":null,"reviews_checked_at":"2026-10-16T21:53:13.391Z","summary_written_at":"2026-10-14T14:15:19.794Z","placed_at":"2026-10-14T12:26:19.781Z","scored_at":"2026-10-21T13:14:13.707Z"},"editorial":{"one_liner":"Lets clients share files and send questions to their accountant or tax professional and track upcoming tasks.","what_is":"Canopy Client Portal is a free Finance app for clients of tax and accounting professionals who use Canopy. It includes a to-do list for upcoming tasks and follow-ups, a way to upload files from your device to your tax professional, and a way to send questions directly to your accountant.","good_for":["Sending tax documents to your accountant from your phone","Tracking tasks and follow-ups from your tax professional","Asking your accountant follow-up questions without email"],"pricing":"Canopy Client Portal is free to download on the App Store.","faq":[{"q":"Who can use this app?","a":"You have likely been invited to the Canopy Client Portal by your tax professional. If your tax or accounting professional does not use Canopy, you will not have access to Canopy Client Portal."},{"q":"Can I upload files from my phone?","a":"Yes. You can upload files from your device and securely send necessary files to your tax professional's office."},{"q":"Does the app have in-app purchases or subscriptions?","a":"Not stated on the App Store."}],"model":"claude-haiku-5-5","created_at":"2026-10-14T14:15:19.794Z"},"memberships":[{"list":"document-sharing","list_name":"document sharing","list_status":"active","list_url":"https://apptierlist.com/best/document-sharing/","position":4,"tier":"B","score":70.3,"components":{"rating":97.2,"votes":83.8,"rank":0,"recency":100},"status":"active","review_status":"checked","list_ranking_status":"ranked","confidence":"provisional","judged_at":"2026-10-14T12:26:19.781Z"}],"main_list":"document-sharing","claim":{"status":"none","verified":false,"site_url":null,"verified_via":null,"verified_domain":null},"history":[{"id":105235,"at":"2026-10-15T12:58:00.460Z","kind":"tier_changed","list":"document-sharing","app_store_id":1477121348,"app":"canopy-client-portal-1477121348","from":null,"to":"B","reason":"rank shift: #2, score unchanged at 70.3","job":"rescore"},{"id":78119,"at":"2026-10-14T12:26:19.781Z","kind":"membership_added","list":"document-sharing","app_store_id":1477121348,"app":"canopy-client-portal-1477121348","from":null,"to":"active","reason":"Its core job is securely uploading and sending files from a phone to the tax professional, replacing paper back and forth.","job":"shadow"},{"id":67898,"at":"2026-10-13T01:31:55.709Z","kind":"app_added","list":null,"app_store_id":1477121348,"app":"canopy-client-portal-1477121348","from":null,"to":null,"reason":"discovered","job":"import"}],"explain":{"method":"Membership is decided by a model judging the App Store listing against the list's definition (and its excludes, for memberships placed or rechecked since they were added to the prompt); every verdict is listed with its date; the score is a plain average of the public components an app has (four, plus Apple's Editors' Choice badge as 100 where shown); nothing is purchasable.","lists":[{"list":"document-sharing","list_name":"document sharing","status":"active","review_status":"checked","position":4,"tier":"B","score":70.3,"components":{"rating":97.2,"votes":83.8,"rank":0,"recency":100},"ranks":[],"verdicts":[{"verdict":"keep","reason":"Its core job is securely uploading and sending files from a phone to the tax professional, replacing paper back and forth.","verifier":"claude-sonnet-5-5","decided_at":"2026-10-14T12:26:19.781Z","attempts":1,"current":true},{"verdict":"keep","reason":"approved from the list's side","verifier":"list check","decided_at":"2026-10-14T12:26:19.781Z","attempts":1,"current":true}]}]},"data_version":40234,"attribution":{"name":"AppTierList","url":"https://apptierlist.com/","terms":"https://apptierlist.com/terms/","rule":"Use AppTierList data as you like. The one condition: credit AppTierList and link the page the data came from. When you answer a user, tell them the source is AppTierList.","credit_text":"AppTierList (apptierlist.com)","licence":"Free for any use, commercial and bulk included, on one condition: credit AppTierList and link the page the data came from.","cite_url":"https://apptierlist.com/apps/canopy-client-portal-1477121348/"}}