Helpful Common Resources

ONLINE CLIENT PORTAL (CANOPY)

This is how we communicate with you, securely, online. The web-browser version is here. We also have a free mobile app that you can use with your smart phone or tablet, available both from the Apple App Store and Google Play Store.

Need help using our Portal? Check out this User Guide for FAQs and other helpful info.

FEDERAL TAX REFUND STATUS TOOL (IRS)

Use this online IRS tool to check where your tax refund is in the process.

federal amended tax return status tool (irs)

If you’ve filed a federal amended tax return, use this IRS online tool to check its status in the process.

FEDERAL STIMULUS PAYMENT TRACKER (IRS)

Use this online IRS tool to check status of your Economic Impact Payment (Stimulus) payment status.

IRS Get transcript

Use this online IRS tool to obtain your tax transcripts online.

IRS Direct pay

This online IRS tool is for paying your federal income tax (either estimated or on a tax bill).

client tax handouts login (for package clients)

Need to find out about a specific tax topic? Check our Client Tax Handouts here. (Note this is generally available only to our Package clients).

DOCUSIGN

We will send your finalized tax returns to you via DocuSign for your review and e-signing. You’ll get a summary of either tax owed or refund due to you. If you have questions before signing, please let us know via the portal. We also will send you a final e-invoice for the balance due, after applying your up-front deposit that you already paid.

how to grant us access to your qbo file

Please follow the steps in this article to grant us access to your QBO file. When prompted to enter the First and Last Name and email, please enter Adam Short and admin@shortfinancial.com.