Canopy
Stay connected to contacts
Whether you’re at your desk or on-the-go, get up to speed on client relationships, record notes, and communicate over native phone, messenger, and email apps.
Take your files anywhere
Be prepared for any client or IRS call with mobile access to your files. Upload documents, capture photos from the app, and transfer files between Box, Dropbox, Google Drive, and more.
Security built for mobile
Protect your data with two-factor authentication, encryption, and Touch or Face ID. Manage devices and revoke access if one is lost or stolen.
Category : Business
Reviews (17)
They are pushing the envelope with every update. Lots to enjoy. Easy to use. Easy for clients to use.
Great app. Very user friendly, fast and reliable. Can stop using it. I feel i have full control now.
So easy to upload files to the correct client and folder. Yeah! I love it.
Great job on the mobile app guys. You have a top of the line platform at an affordable price, I cant thank you enough!
Great app but doesn't let you do some of the vital features you need to do on the go such as reminders.
Would be super rad the app could be set as these default for pdf reader and printer!!!
Pretty Good. Would love to have access to my invoices and billing.
Very user friendly and our clients and team members love it!!
Extremely time efficient and easy to use
Ready to use and access important documents
Easy to use for our clients. Easy to use for us!
Love this app! Makes everything so much easier!
Very effective and useful
A necessary application if you are doing business virtually!
I can control everything I need
Great for CPA's and Tax Practicioners.
There's better out there. It was confusing to use. Transcript reports weren't that great. Since I used app I have moved on to competors and prefer them.