Kalish & Associates, PA · Client Portal

Send us your documents securely.

We use Canopy, a secure client portal, for sharing tax documents and other private files. Please use it instead of email for anything with Social Security numbers, account numbers or tax forms.

Upload & Sign Documents: sign in to the Canopy client portal to upload your tax documents securely. Please don't email tax documents.

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.

Paying the IRS or the state? See Pay Your Taxes.

1. Get your invitation

Watch for an email invitation from us through Canopy and set up your login.

2. Sign in

Sign in on the web or with the free Canopy Client Portal app (iPhone and Android).

3. Upload and sign

Upload documents, sign forms and message us, all in one place.