Canopy task-help card

By Jacquelyn Kalish, CPA

Keep this beside you when using the client portal. This card does not collect your login details or private financial information.

Download Canopy task-help card (PDF)Client Portal

Information to have ready

• Task to complete (general description only)

Records or task checklist

• Invitation: contact the office if missing, expired or unexpected
• Access: use your own login; never send a password or code
• Upload: check the right client and year; include every page
• Receipt: check visible upload status; ask the team if uncertain
• Sign: check the exact document and complete all requested steps
• Pay the firm: ACH or credit card through Canopy (card processing fee); keep the confirmation
• Help: describe the task or error, without sensitive screenshots

Firm invoices are paid through Canopy; tax-agency payments use kalishpa.com/pay-your-taxes. Signing, uploading or paying does not establish accepted filing. 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.

General information only; not tax, legal or financial advice. Contact the team about your situation.