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Tax Return Season

Thank you for choosing Shechter & Associates LLP to assist you with your tax and accounting
needs. We hope to make this tax season a seamless and relaxed process for you. Tax season has
officially started, and we wanted to share some information and helpful links to assist you during
this tax season.

Client Portal

Shechter & Associates LLP now offers a client portal “Canopy Tax”. Our client portal offers an
easy way to upload large documents securely and access your current and prior year tax returns.
You can even upload documents with Canopy’s mobile app. Canopy’s mobile app is compatible
with both iOS and Android. You can find it on both Apple iTunes and Google Play stores.
If you would like to access our client portal, please let us know and we will send you an invite or
you can access the website here: https://app.canopytax.com/

Saturday Appointments with Philip

If you are interested in booking a Saturday appointment with Philip please you can click on the
link https://calendly.com/storres-shechterassociates/new-meeting to schedule the time that works
for you. Saturday appointments will run from March 7 to April 11 from 10 am to 4 pm.

If you are interested in a time Monday through Friday, please reach out to Bianca Pereira-Diaz
at bpereira@se-forensics.com (preferably) or call S&E office at (305) 901-2137

Safesend

We are using a program called SafeSend Returns to electronically deliver tax returns.
The email will contain a link that is safe to click. You will need to provide the last 4 digits of
your SSN and enter an Access Code that will be emailed to you in a separate email. Upon
successful verification, you will be able to:

  • Download, review and/or print tax returns
  • See if you owe taxes, are receiving any refunds and see your estimated tax payments if
    applicable.
  • Electronically sign your personal e-file authorization forms. For personal returns, the IRS
    requires identity verification so please do not be alarmed by the personal questions as these are
    pulled from public database

Tax Organizers

If you would like us to send you a tax organizer, please send requests to Stephanie Torres
at storres@shechterassociates.com.

Invoices

Billergenie is our secure payment gateway, offering a robust virtual terminal, hosted payment
forms, and the ability to safely store payment methods on file. This platform allows you to pay
your invoice conveniently and securely.

Please note that payments cannot be submitted until the invoice has been uploaded to the portal.
We make every effort to upload invoices within one week of their issue date. This timeframe
also applies to payments made outside of Billergenie; please allow up to one week for such
payments to be reflected in the Billergenie system.

If you wish to make a payment immediately or have questions regarding a payment, please
contact Stephanie Torres at storres@shechterassociates.com and include your invoice number in
your email. She will be happy to assist with adding your invoice to the portal or addressing any
payment-related inquiries

Payment Options

We accept the following payment methods:

  • Credit card – If you will be paying via credit card please be advised that a service fee of 4%
    will be charged. Please click on link below to
    pay. https://customer.billergenie.com:443/Shechter—Associates-LLP/Account/Login/726
  • ACH- If you would like to pay via ACH, please send an email to Stephanie Torres
    at storres@shechterassociates.com with the invoice number that you want to pay and you will
    receive the information to pay via email. Unfortunately, you would have to send an email every
    time you want to pay via ACH
  • Zelle- We are happy to announce that we are now offering Zelle as a way to make payments.
    If you wish to pay via Zelle, please use Jennifer Shechter
    email jshechter@shechterassociates.com.
  • Checks- Can be mailed to 4531 Ponce de Leon Blvd., Suite 200, Coral Gables, FL 33146.


Effective January 1, 2026, any invoice not paid within ninety (90) days of issuance, and not
subject to an approved payment plan, will accrue interest at the rate applicable to deposits under
Internal Revenue Code §6603 (the federal short-term rate), calculated from the invoice date until
paid in full.