Tools and information to keep you organized all year.
Secure document sharing, the forms clients ask about most, key deadlines, and how to check your refund, all in one place.
Canopy Client Portal
Securely share documents, sign forms, and access your files anytime, from any device. New to the portal? Start with our step-by-step guide.
The forms clients ask about most
Deadlines to keep on your radar
Different returns are due on different dates. Here are the key deadlines for the 2025 tax year (filed in 2026), with the extended deadline where an extension is filed.
When a deadline falls on a weekend or holiday, it moves to the next business day. An extension gives you more time to file, not more time to pay.
Get an extension ↗Check your refund status
Federal refund
Track your IRS refund within 24 hours of e-filing, or about 4 weeks after mailing a paper return.
Where's My Refund? ↗New York refund
Check your New York State refund through the Department of Taxation & Finance.
Check NY refund ↗New Jersey refund
Check your New Jersey refund through the Division of Taxation's online tool.
Check NJ refund ↗Have a question about your documents?
Reach out through our contact form and a member of our team will help you get sorted.
Get in touch →