Your tax professional may send you a document that requires signing. You can sign a document from your mobile device by using the client portal application.
Complete an eSign Request on Mobile
1. Log into the Client Portal mobile application and go to the To-Do tab.
2. Choose an applicable eSign request.
eSign requests have the pencil icon.
3. Tap View and sign.
4. Tap one of the fields on the document.
There are a few different field types:
Signature: Restricted to signature entry only.
Initial: Restricted to initials only.
Date: Restricted to date entry only.
Add Text: Enables typed text input (e.g., address, SSN, spouse name, or other relevant information).
Once you have selected a text field, type in the information needed, then select Done.
For a signature, tap Sign and agree to sign the document.
5. Once all fields are filled out, tap Complete and submit.
6.A notification at the bottom of the screen confirms completion.
Complete an eSign Request with Secure Links
Recipients can complete e-signature requests without accessing the Canopy client portal by utilizing secure links sent via email. Once signed, the document synchronizes and appears in the client portal for reference.
1. Navigate to the eSign request email from your practitioner.
2. Click eSign now.
Take note that the link to eSign expires 30 days from the first time the link was opened.
Under no circumstances should you forward this email.
3. Once the browser opens, click View and eSign.
4. Find the green My Signature field in the document.
5. Enter your signature in the Add Your Signature pop-up, then select Add signature.
6. Verify your signature and then click Send.