What's in this Article
Your accountant might send you a request to sign documents. You can sign documents in the Client Portal by using Canopy's secure eSign feature. eSign requests appear on your To-do list in the Client Portal and have an icon of a signing pen.
Complete an eSign Request in the Client Portal
1. Log in to your Client Portal and navigate to your To-do list on the left-side column.
2. Select an eSign Request from the To-do list. eSign Requests have an icon of a signing pen.
3. Review any instructions or comments from your accountant.
4. Click on View and sign to see the document.
You will see a Start and Back button on the left-hand side of the document.
5. Click Start.
6. Click on the green My Signature box.
7. Enter your name in the provided text box.
8. Select a Signature Style from the available options.
9. Check I agree to be legally bound by this document.
10. Click Add signature.
11. Select Next.
Continue signing until you've completed all assigned signature fields.
12. To complete the eSign, click Send on the top-right and bottom of the page or Review at the bottom of the document.
- To review the document, select Review and click the Next and Back buttons as needed!
- For longer documents, you can type in a page number at the top to skip to a certain page.
Complete Knowledge-Based Authentication
Knowledge-based authentication (KBA) helps your accountant verify the right person signed a document. When your accountant sends you a KBA eSign request, you must verify your identity. This is a timed authentication process. If you fail the authentication twice, you have to manually sign the document.
1. Go to your To-Do list in the client portal and select an eSign Request.
eSign Requests have an icon of a signing pen.
2. Click View and sign to see the document.
3. Click I'm ready to start the Signer Authentication process.
4. Enter your ID information and click Begin.
5. Select an answer for the authentication questions and click Next.
6. After you select an answer for the final section, click Submit answers.
7. Follow the eSign instructions above.
Complete eSign After a Failed KBA
If you fail the KBA process twice, you will be unable to use the online eSign function. Instead, you will need to download, print, and manually sign the document. Once signed, you can upload the document to the eSign request.
1. Click the Download icon to download the eSign document.
2. Click the Print icon to print the document.
3. Sign the document and scan it to your computer.
4. Click Choose file and select the signed file from your computer.
5. Click Upload and send.
Your account will receive your signed file for review.
Complete an eSign Request with Secure Links
You do not need access to the client portal to sign documents. Your practitioner can send an eSign request through email using secure links.
1. Navigate to the eSign request email from your practitioner.
2. Click eSign now.
Please Note: The link to the eSign will expire 30 days from the opening link.
Warning: Under no circumstances should you forward this email!
3. Once the page opens, click View and eSign.
You will see a Start and Back button on the left-hand side of the document.
4. Click Start.
5. Click on the green My Signature box.
6. Enter your name in the provided text box.
7. Select a Signature Style from the available options.
8. Check the I agree to be legally bound by this document box.
9. Click Add signature.
10. Select Next.
Continue signing until you've completed all assigned signature fields.
11. To complete the eSign, click Send on the top-right and bottom of the page or Review at the bottom of the document.
- To review the document, simply select Review and click the Next and Back buttons as needed!
- For longer documents, you can type in a page number at the top to skip to a certain page.