Client Portal

Secure Document Exchange. Easily Scan & Save Files. Quick E-Signatures.

Client Portal

We use the Client Portal to exchange tax information, upload documents, collect signatures, and track progress. The Portal also includes an App to make scanning and uploading documents easy. Your security is our top priority, and the Client Portal is the most secure way to exchange documents with us.

 

To get started, you will need an email invite to join the Haynie & Company Client Portal. New clients should contact their local Haynie office to request an invite. Upon receiving the invite email, you will need to create a personal account. To get started, click “Create account” in the email invitation from your accountant.

Scan Documents

The easiest way to scan in documents is to use the Client Portal app. Search for “Canopy Client Portal” in the Apple App Store or Google Play Store.

Tax Organizer

As of 2021, we no longer mail paper Tax Organizers to clients. Your personalized PDF Tax Organizer will now be inside the Client Portal. When filling out your tax organizer, please review your contact information and be as complete as possible. Your tax organizer will be located in the Client Portal Files section. You will be notified by email when this is available (no later than January 1, 2023). If you require a paper Tax Organizer contact your local Haynie office. You can still drop off or mail tax documents to our office if you prefer.