Curated apps similar to Canopy Client Portal, ranked by relevance and user ratings.
Review documents, chat securely, sign agreements, upload
TaxDome LLC
Finance
Review and approve documents, scan and upload files, chat securely with accounting professionals, sign documents electronically, complete questionnaires, and pay invoices.
Keeper Tax Inc.
Finance
For those who’ve outgrown traditional DIY tax filing software, there’s Keeper. You’ll have access to AI-powered tax guidance as well as our network of expert tax preparers.
Thomson Reuters
Finance
TaxCaddy makes gathering tax documents and sharing them with your tax professional a breeze. Let TaxCaddy retrieve your 1099s, 1098s and W-2s automatically. Upload or snap photos of your tax documents year-round and store them with bank vault security.
TaxResources, Inc.
FinanceDon’t miss a beat on your case! Use this app for an easy and convenient way to upload documents, communicate with your audit team, and stay apprised of the status of your case. SECURELY LOGIN Login faster, easier, and more securely using Touch/Face ID and multifactor authentication. UPLOAD...
Manage accounts, pay bills, and transfer money
Canopy Federal Credit Union
FinanceManage accounts by viewing balances and monitoring checking, savings, cards, and loans. Set up transaction and deposit alerts. Transfer money, make payments, pay bills, and deposit checks via photo. Pay loans and use the Money Management tool.
DirectTIPS Operations, LLC
FinanceMeet Tippy! Being financially empowered is an important part of financial success.
EBITDASH, LLC
Finance¡Descarga Cabal y lleva tu negocio al siguiente nivel! Con Cabal, podrás gestionar las finanzas de tu negocio o emprendimiento y crear tu tienda en línea en segundos, ¡totalmente gratis! ¿Para quiénes y para qué sirve Cabal? Cabal es una aplicación super útil y gratuita para emprendedores que...
Track travel expenses and tax compliance
Monaeo LLC
FinanceTrack travel expenses and tax-related data from booking apps, credit cards, and other sources. Analyze spending patterns, generate reports, and prepare for audits. Sync data with ’s main platform for tax compliance and residency management.
Stronix Technologies Inc
FinanceDigital Accountant App: The All-in-One Solution for Easy and Professional Account Management The Digital Accountant app offers an advanced way to organize and manage all your accounts with customers and suppliers, making your financial operations smoother and more efficient. Designed to meet all...
RightCapital Inc.
FinanceRightCapital provides a clear, complete, and simple way for you to view and track your financial life and connect with your financial advisor.
TaxApp Inc.
FinanceConnect with tax expert We offer a full range of Accounting & Tax services, while giving you the individual attention that you need. Our remote tax filing service allows you to Send, receive your tax documents, connect with a Tax preparer, and receive your completed return and many more! without...
KASSOUF & CO P C
FinanceHere at Kassouf & Co, we’re always striving to make your accounting experience as simple and as seamless as possible. With this free cutting edge App you can now manage your finances and income on the go, all from the device you always carry with you and use every day – your mobile phone.
Refundo Inc.
FinanceGet your taxes done the best way possible. The Connect mobile app helps you connect with tax professionals near you in order to best serve your tax needs. Its simple, fast, and most importantly, easy to use!.
OpenArc Corporate Advisory, LLC
FinanceThe OpenArc Client Portal mobile app makes it easy to access your portfolio, download performance reports, and connect with your advisor, all at your fingertips.
SAM Technology LLC
FinanceYour CPA firm has invited you to use SAM Connect—your all-in-one tax app! No need to sign up on your own—simply log in with your firm’s invite to track your return, upload documents, chat with your tax pro, and make payments securely and effortlessly. AI-Powered Tax Plans – Get personalized tax...
The Andy App, LLC
FinanceThe Andy App helps homeowners save money by making property tax appeals simple and stress-free. Just enter your address, upload a few property photos, and our team of expert tax consultants handles your entire appeal process.
Carvant Financial LLC
FinanceUse Carvant's customer portal to view and update information on your account including: • Balance and due date • Payment history • Make a payment online • Find locations near by where you can pay in person • Retrieve contract documents • Get a 10 payoff quote • Update your existing contact...
Alliance Wealth Advisors, LLC
FinanceYour Alliance Client Portal can help with: -Monitoring your personal balance sheet -View your investment accounts managed by Alliance -Store, share, and send key documents with our team of advisors -Link external accounts by using our account aggregation tool
TaxApp Inc.
FinanceOperated by Omar Financial, TaxApp specializes in providing comprehensive and efficient tax preparation services, ensuring that your tax needs are handled with the utmost professionalism and accuracy.
QUENT CAPITAL, LLC
FinanceFor Quent Capital clients, this mobile application provides an easy way to access your portfolio data from anywhere. You need to be a Quent Capital client that has been authorized for the client portal. If you would like to request access, please contact a member of the Quent Capital team.
App information from Apple App Store. Canopy Client Portal and related trademarks belong to Canopy Tax, Inc..