Tax Season Changes for Haynie & Company Clients

02 Jan 2022 Tax Season Changes for Haynie & Company Clients

Our goal is to always provide our clients with exceptional security, service, and value. As we plan for the upcoming tax season, we are excited to announce several changes for businesses and individuals. These changes will make working with the CPAs at Haynie & Company easier and more secure.

Client Portal

We are launching a new Client Portal in early January. 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. Creating an account is simple. You’ll be up and running in no time. 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 want to ensure all clients can access their portal in January. After we launch the Client Portal, we will no longer use ShareFile to exchange documents.

Tax Organizer

Our tax clients always look for their Tax Organizers this time of year. This year we are going paperless. We will no longer mail or email Tax Organizers as we have in the past. Your personalized Tax Organizer will now be inside the new, secure Client Portal. It will be available in early January. Our new, paperless system will make submitting your documents easier and more secure. If you require the traditional, paper Tax Organizer contact your local Haynie office.

What does your CPA need from you? Click here for a list of general information to gather when preparing documents for your individual tax return or business tax return.

IP PIN

Your security is of extreme importance to us. Visit the IRS website to learn everything you need to know about obtaining an Identity Protection PIN (IP PIN). We highly recommend all clients have an IP PIN.

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