Canopy Client Portal

How to Delete Canopy Client Portal. save (28.00 MB)

Published by Canopy Tax on 2024-05-20

We have made it super easy to delete Canopy Client Portal account and/or app.

Guide to Delete Canopy Client Portal 👇

Things to note before removing Canopy Client Portal:

  1. The developer of Canopy Client Portal is Canopy Tax and all inquiries must go to them.
  2. Check the Terms of Services and/or Privacy policy of Canopy Tax to know if they support self-serve subscription cancellation:
  3. The GDPR gives EU and UK residents a "right to erasure" meaning that you can request app developers like Canopy Tax to delete all your data it holds. Canopy Tax must comply within 1 month.
  4. The CCPA lets American residents request that Canopy Tax deletes your data or risk incurring a fine (upto $7,500 dollars).


Data Canopy Client Portal Collected from You 🔏
  1. Data Linked to You: The following data may be collected and linked to your identity:
    • Location
    • Contact Info
    • User Content
    • Identifiers
    • Usage Data
    • Diagnostics

     

↪️ Steps to delete Canopy Client Portal account:

1: Visit the Canopy Client Portal website directly Here →

2:   Contact Canopy Client Portal Support/ Customer Service:

  1. 100% Contact Match
  2. Support channel
  3. Vist Terms/Privacy


Deleting from Smartphone 📱


Delete on iPhone:


  1. On your homescreen, Tap and hold Canopy Client Portal until it starts shaking.
  2. Once it starts to shake, you'll see an X Mark at the top of the app icon.
  3. Click on that X to delete the Canopy Client Portal app.

Delete on Android:


  1. Open your GooglePlay app and goto the menu.
  2. Click "My Apps and Games" » then "Installed".
  3. Choose Canopy Client Portal, » then click "Uninstall".

Have a Problem with Canopy Client Portal? Report Issue




🎌 About Canopy Client Portal


1. 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.

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

3. Use the Client Portal to securely send all necessary files.

4. The Client Portal enables you to send questions directly to your accountant.

5. Canopy has simplified how you share files and exchange information with your accountant.

6. Intuitive workflows and a prominent display will keep your upcoming tasks and follow-ups crystal clear.

7. This app is designed for you, the client.

8. End the continuous shuffling of papers back and forth between your tax professional’s office and your home.

9. Follow up, ask for clarity, and more.



Alternative apps you can try: