Complete a tax organizer
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- Product Education Video Series
- Practice Management
- Tax Resolution
- Guides for your Clients
- Canopy Mobile App
- Canopy First Steps
- Canopy Updates
If you are filing taxes with your practitioner, you may receive a special survey called an Organizer. Organizers are visible on your To-do list and are indicated by a paper and pencil icon. You will also receive an email from your accountant to begin filling out the Organizer within the client portal when they send it to you. To get started, log in to your Client Portal.