We have made it super easy to delete Canopy Client Portal account and/or app.
Table of Contents:
Things to note before removing Canopy Client Portal:
1: Visit the Canopy Client Portal website directly Here →
2: Contact Canopy Client Portal Support/ Customer Service:
Deleting from Smartphone 📱
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.