Client Portal Guide

Welcome to the PaperWerks Portal

The PaperWerks Portal is your secure online hub for sharing documents, answering tax and bookkeeping questions, signing forms, and making payments — all in one place.
 
Below is a quick guide to the most common tasks you’ll do in the portal, along with links to step‑by‑step help articles if you’d like more detail.

Table of Contents

Getting Set Up & Logging In

First-Time Setup

You’ll receive an email invitation to create your PaperWerks Portal account. From there, you’ll set your password and log in from any browser.

Logging In to the Client Portal

Use your email and password to sign in securely from any computer.

Working With Multiple Firms (If Applicable)

If you use the same email with more than one accounting firm, you can switch between them without creating separate logins.

Switching Between Different Client Portals (Web)

Some clients may have multiple portals (for example, personal and business). You can easily toggle between them.

Managing Your Portal Settings

Update your personal info, notifications, and other preferences so the portal works the way you like.

Completing Your To‑Dos (Organizers, Requests, eSign, etc.)

You’ll often see a “to‑do” list in the portal: organizers, questionnaires, document requests, and forms to sign. This is where we guide you step‑by‑step through what we need.

Reviewing and Signing Engagement Letters

We’ll send engagement letters for you to review and sign electronically.

Completing Individual Tax Organizers

For personal tax returns, you may receive an individual organizer that asks for income, deductions, and other details.

Completing Business Tax Organizers

Business clients will receive a business-specific organizer to capture company income, expenses, and other data.

Filling Out Client Surveys

We may send short surveys to better understand your situation or preferences.

Responding to Client Requests

Sometimes we’ll send a specific request (for example, “Upload W‑2s” or “Confirm your address”).

Signing Documents Electronically (eSign)

You can securely sign tax forms, engagement letters, and other documents right in the portal.

Filling Out Fillable PDFs

Some forms will be fillable PDFs that you can complete directly online.

Questionnaires & Document Checklists (Web)

You may see questionnaires or checklists that guide you through questions and required uploads.

Managing Your Files (Web)

The Files area is where you and PaperWerks securely share documents — tax returns, statements, receipts, and more.

Navigating the Files Tab

Learn how the Files section is organized so you can quickly find what you need.

Uploading Files in the Portal

Securely send us documents (e.g., W‑2s, 1099s, bank statements) directly through the portal.

Uploading Files Using a Secure Link

If we send you a secure upload link, you can send files even without logging in.

Printing and Downloading Files

You can download or print copies of your tax returns, invoices, and other documents.

Payments, Invoices & Billing

You can view invoices, make payments, and keep track of your payment history directly in the portal.

Quick Pay (No Login Needed)

If you receive a Quick Pay link, you can pay an invoice without logging into the full portal.

Making Payments in the Client Portal

Log in to see outstanding invoices and pay them online.

Reviewing Invoices

See what you’ve been billed for and the status of each invoice.

Viewing Your Payment History

Need to confirm whether you’ve already paid something? Check your payment history.

Saving Your Payment Information

You can securely save a card or bank account to make future payments faster.

Using the Mobile App

Prefer to work from your phone? You can use the Canopy Client Portal app to do almost everything you can on the web — upload documents, sign forms, complete requests, and pay invoices.

Logging In on Mobile

Download the Canopy Client Portal app (iOS or Android) and sign in with the same email and password you use on the web.

Switching Between Firms and Portals on Mobile

If you work with more than one firm or have multiple portals, you can switch between them in the app.

Navigating the Mobile Client Portal

Get familiar with the main sections of the app: tasks, files, messages, and more.

Completing Requests & eSign on Mobile

Handle your to‑dos from your phone, including requests and e‑signatures.

Filling Out Forms & PDFs on Mobile

You can complete fillable PDFs and questionnaires right from the app.

Uploading & Scanning Documents on Mobile

Snap photos or scan documents and upload them directly to us.

Making Payments on Mobile

Pay invoices securely from your phone.

Where to Start as a PaperWerks Client

For your welcome email and blog, you might highlight this simple “first steps” path:
  1. Log in to your PaperWerks Portal
    https://support.getcanopy.com/en/articles/9376251-login-to-the-client-portal
  2. Review and sign your engagement letter
    https://support.getcanopy.com/en/articles/9376267-how-do-i-review-and-sign-an-engagement
  3. Complete your tax organizer or client requests
  4. Upload your documents
    https://support.getcanopy.com/en/articles/9376277-upload-a-file-in-the-client-portal
  5. Review invoices and make payments (if applicable)
    https://support.getcanopy.com/en/articles/9376284-make-a-payment-in-the-client-portal
  6. Optional: Download the mobile app
    https://support.getcanopy.com/en/articles/9376257-log-in-to-the-client-portal-mobile-app
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