Client Portal

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

Client Portal

As of January 12, 2022, we have a new Client Portal. We will email current tax clients an invitation to access their personal Client Portal. We’ll 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. If your email address has changed please let us know as soon as possible. We will no longer use ShareFile to exchange documents. You can still drop off or mail tax documents to our office if you prefer.

 

To get started, you will need an email invite to join the Haynie & Company Client Portal. Initial invites were emailed to clients on January 12, 2022. Contact your 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 November 1, 2021, we will no longer mail paper Tax Organizers to clients. Your personalized 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. We will provide a PDF version of your tax organizer in the Client Portal Files section. You will be notified by email when this is available. The PDF will be helpful when compiling information to provide us, including income and expenses for Schedules C, E, or F (self-employment, rentals, or farming). 

 

If you require the traditional, paper Tax Organizer contact your local Haynie office. You can still drop off or mail tax documents to our office if you prefer.