---
title: Client Portal | Upload a File on Mobile
---

Jump to section: [Get demo](https://www.getcanopy.com/demo)

### Quick Links

[ Log into the Client Portal ](https://help.clientportal.com/client-portal-upload-a-file-on-mobile#login) [ Add a File ](https://help.clientportal.com/client-portal-upload-a-file-on-mobile#addfile) [ Choose an Upload Option ](https://help.clientportal.com/client-portal-upload-a-file-on-mobile#uploadoptions) [ Choose Files ](https://help.clientportal.com/client-portal-upload-a-file-on-mobile#selectfiles) [ Upload Files ](https://help.clientportal.com/client-portal-upload-a-file-on-mobile#open)

[iOS App ](https://apps.apple.com/us/app/canopy/id1477121348) [Android App ](https://play.google.com/store/apps/details?id=com.canopytax.client&hl=en_US)

# Upload a File on Mobile

You can upload files quickly and easily from directly within the Client Portal Mobile App. 

### 1. Log in to the Client Portal App on your mobile device and tap on the *Files* tab.

![](https://canopytax.zendesk.com/hc/article_attachments/13473760971419)

### 2. Tap *Add a file*.

![](https://canopytax.zendesk.com/hc/article_attachments/13473794741531)

### 3. Choose from the available file upload options.

- Options include: **Scan with camera****, ****Add from photos, **or **Upload from files**.
- For information about scanning a file, please refer to the linked guide. 

![](https://canopytax.zendesk.com/hc/article_attachments/13473841344923)

### 4. Tap files to add them to the selection.

![](https://canopytax.zendesk.com/hc/article_attachments/13473885803291)

### 5. Tap *Open *to upload the files.

- Uploaded files use the same name as stored on your phone.

![](https://canopytax.zendesk.com/hc/article_attachments/13473933688219)

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