Client Training Videos

• Get to know our secure Client Portal by watching this Overview.
• How to login to our secure Client Portal.
• How to view and respond to our Requests.
• How to Upload Files to the client portal.
• Using our Home Office Template (download below).
• Using our Donation Calculator Template (download below).
• How to switch between multiple Client Portal accounts.
• How to electronically sign documents.
• How to begin filling out your electronic tax organizer.

Download our Excel Templates and Tips:

• Noncash Donation Calculator - Template
• Home Office - Template
• Business Startup Tips

How to pay your taxes and Where's My Refund

Check the status of your refund by clicking the links below:

• Federal Refund – You will need information from your tax return here. If you do not have it, you can find it in your client portal.
• State Refund – You will need information from your tax return here. If you do not have it, you can find it in your client portal.
• Paying the IRS - Direct Pay with Bank Account. Once on the page, click “Make a Payment” and go through the prompts to pay.
• Paying Oregon - “Make a Payment” via Revenue Online website. Once on the page, click “Make a Payment” and go through the prompts to pay.
• Setting up IRS Installment plan - Use this link for IRS Installment Plans. Follow instructions to get started.
• Setting up Oregon Installment plan - Use this link for Oregon Installment Plans. Follow instructions to get started.

Third-Party Applications

Here is a list of applications we use to streamline our services for you!

• Canopy Client Portal – This is the location you will send and receive documents from us. 

Informational Sources

Helpful tax tips and information you may need for yourself or use of third-party applications.

• Business Facebook Page – Please visit and like out Facebook page to stay in touch with new business events and services!
• Internal Revenue Service – Information available from the IRS.
• IRS Withholding Calculator – Want to know if you had enough withheld to avoid any underpayment tax penalties? Use the IRS Withholding Calculator.
• Oregon Department of Revenue – Information available from the State of Oregon.