Source: Canopy Blog

Canopy Blog Top 7 Client Portals for Accountants in 2025

Client portals for accountants are a crucial extension to your firm-one that can quickly elevate or detract from your reputation and your clients' experience. Because you're not in and out of the portal the way your clients are, it can be easy to discount its importance in providing an extraordinary client experience.

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Est. Annual Revenue
$5.0-25M
Est. Employees
100-250
Davis Bell's photo - CEO of Canopy

CEO

Davis Bell

CEO Approval Rating

69/100

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