Canopy is the firm's secure route for sharing private files and completing requested tasks. Start at the Client Portal on the firm's website rather than guessing from an unfamiliar message.
Invitation and access
Use your own login after accepting the firm's Canopy invitation. If the invitation is missing, expired or unexpected, call the office. Never send a password or verification code to staff. If you cannot sign in, stop and describe the problem without sending sensitive screenshots.
Upload and check
Check that you are in the correct client space and identify the year or period. Upload complete, readable files and distinguish corrected versions. Check any visible upload status. If you cannot tell whether a file arrived, ask the office to confirm receipt; do not assume upload status means the preparer has checked it.
Check and sign
Open the document requested by the team, check it and complete the signature steps shown. If a name, document or task looks wrong, stop and call. Completing a signature task does not establish that the return was filed or accepted.
Pay the firm through Canopy
You can pay your Kalish & Associates invoice through the Client Portal (Canopy) by ACH bank transfer or by credit card. Credit card payments include an additional processing fee. Start from the portal and check the invoice before authorizing payment. For taxes owed to an agency, use Pay Your Taxes, not the firm's invoice route.
Screens and task availability can vary. The help card is a reminder, not a substitute for an actual task in your portal. If a task or invoice is missing, ask the office rather than guessing.
Download the companion checklist
Download: Canopy task-help card (PDF). Fill it in digitally or print it, then upload any completed sheet and records through Canopy. The download supplements, rather than replaces, the current organizer or preparer request.
Frequently asked questions
How do I get a Canopy invitation?
Call the office if an invitation is missing, expired or unexpected. Begin from the firm's Client Portal page and use your own login.
How do I send documents securely?
Use the Client Portal to sign in to Canopy. Check the client and year, upload complete readable files and flag corrected versions. Do not email tax documents or put them in the contact form.
How do I know you received an upload?
Check the visible upload status and ask the office if you are uncertain. Upload status is not confirmation that a preparer checked the file or that the return is complete.
How do I sign a document in Canopy?
Check the exact document the team requested and complete the signature steps shown in your portal. If a document or task looks wrong, stop and call. Signing does not establish accepted filing.
How do I pay a firm invoice in Canopy?
You can pay your Kalish & Associates invoice through the Client Portal (Canopy) by ACH bank transfer or by credit card. Credit card payments include an additional processing fee. Contact the office if the invoice or payment step is unclear.
What should I send if I need portal help?
Describe the task and error without passwords, verification codes or sensitive screenshots. Call the office for help with access or an unfamiliar screen.
Questions about your next step?
Kalish & Associates, P.A. is a Maryland family CPA firm serving clients nationwide. Call (410) 654-5770, use the Canopy Client Portal for private documents, or contact the team to book a time with our team. Do not put tax documents, Social Security numbers or account numbers in the contact form or email.
General information only, not tax, legal or financial advice. Contact the team about your own situation.
Related resources: Client forms and checklists · More help · Client Portal.