Canopy Puts Your Accounting Practice in Your Pocket With New Mobile App

Canopy, the leading cloud-based practice management platform for tax and accounting professionals, today announced a free mobile application that enables tax professionals to access and update client information anytime, anywhere. It is compatible with both iOS and Android and is available on both Apple iTunes and Google Play stores.

Since starting Canopy, our goal has been to make the job of accountants easier so that their practices can be more productive, said Jordan Ray, Chief Revenue Officer, Canopy. With seamless experiences across both mobile and desktop, there is a lot of room to make accounting workflows more fluid. We are excited to offer the first iteration of our mobile app and look forward to continuing to simplify the day-to-day experience for accounting and tax professionals.

Canopy designed the new app to enhance and complement the work accountants perform at their desks with the long-term vision of covering important accounting use cases including client and teammate collaboration, task management, document scanning, dashboards and more.

Stay Connected, On the Go

Whether at the desk or on the go, accountants can access personal, team and client files directly from their device, including contact information, client records and tax documents. Accountants can also view, share files, capture key details, add new contacts and modify records on the go. Leveraging built-in file sharing functions, sharing files is simple and practitioners can communicate over native phone, messenger and email.

Security Built for Mobile

Designed to keep important data safe, Canopys mobile app offers powerful security that doesnt sacrifice convenience. Security features include:

  • Two-factor authentication: Validate the initial login over email and enjoy persistent sessions.
  • Passcode, Touch ID, or Face ID: After the initial two-factor authentication, sessions will persist without inconvenient logouts, all while being protected with easy passcode, Touch or Face ID authentication.
  • Device management: Track all connected mobile devices, revoke access and conduct data purges if a device is lost or stolen.
  • Data encryption: All data is encrypted at rest and in transit.

With the new mobile app, Canopys customers can now access important documents on the go. The team here is committed to investing in mobile to make the lives of accountantsand in turn their clientsboth better and easier, continued Ray.

About Canopy

Canopy is a cloud-based practice management and tax resolution software. The modern, easy-to-use software cuts out tax practice busywork, improves the client experience, and brings all the different tools a practitioner needs under one roof. Canopy is also known for its free 2-minute IRS Transcripts Tool. Canopy was founded by Kurt Avarell, who walked away from his career as a Wall Street tax attorney to launch Canopy from his basement in 2014.

Learn more at and @CanopyTax.

Jenny Olson
mPR, Inc. for Canopy
[email protected]