It looks like you're new here. If you want to get involved, click one of these buttons!
I get many requests from clients on how to navigate from their individual portal to their business portal. Also, where to e-sign, especially for the older taxpayers. I was thinking to resolve all these issues, is for Canopy to deploy Canopy's Clippy similar to Microsoft's Clippy for Microsoft Office. Canopy's Clippy function is to help taxpayer's navigate to e-signing, switching portals, and how to pay their tax preparers. Additionally, maybe Canopy's Clippy can tell clients what is the status on their refund because that is most frequently asked question among many taxpayers.