One portal that handles secure messaging, document requests, e-signatures, and client AI chat, plus Norin, a voice AI that answers client calls and drafts response emails from each client's actual tax documents.
The differentiator
When a client calls, Norin captures their name, number, and reason for calling. Haivin matches the caller to their client file, pulls their tax documents, and drafts a response email, ready for the accountant to review and send. No voicemail, no digging through files. Just review and send.
Connect a client's QuickBooks account and the AI instantly has their P&L, balance sheet, and transaction data. Clients ask in plain English, like "What were my business expenses last quarter?", and get answers grounded in their actual numbers, not PDFs they had to export.Read-only access. The firm controls the connection.
Answers client calls, captures details, and drafts response emails grounded in that client's actual tax documents.
Clients ask about their own tax situation and get answers grounded in their actual returns, not generic AI responses.
The AI works across tax years. Ask things like "How did my income change from 2024 to 2025?"
Direct, encrypted messaging between the firm and each client. Simple, chronological, no clutter.
Create checklists of what's needed. Clients upload against each item, and the firm sees real-time status on every request.
Send engagement letters, Form 8879, and tax returns for signature. Clients sign from any device, with a full audit trail on every signed document.
No other client portal answers the phone, drafts the response, and delivers it to the accountant ready to send.
Not generic AI responses. Answers grounded in that client's actual tax returns.
The AI works across tax years, not just the current one. Ask how income, deductions, or refunds changed year over year.
Messaging, document requests, e-signatures, and AI in one portal and one client relationship, with no separate tools to stitch together.
Every other portal connects to QuickBooks to sync contacts and invoices. Haivin uses QuickBooks data to answer client questions, combining live financials with tax documents for complete, accurate answers.
Haivin for Accounting isn't one-size-fits-all, and neither is the pricing. Every firm is different in size, client volume, and how much it relies on phone-based communication. Reach out and we'll put together something that makes sense for your situation.