Hawkins, Ash, Baptie offers a number of self serve areas for clients' use. At times it is most efficient for you to have direct access to documents that are valuable to you. Should you have any questions about these areas or have difficulty access them, call 1.800.658.9077 or email
solutions@habco.com.
Client Portal A secure area controlled by us, where you access your tax returns and financial statements over the internet. You can also safely share files with us, and send files from here to your other advisors.
Tax Notebook An online tax module, providing for secure input and transfer of data in a customizable tax organizer to fit your specific tax situation.
Online 125/Flex Access Employees can access their company plan documents, claim forms, and other employer specific documents and information. Employers have the ability to review benefit information, download and print documents, forms and reports and post notes for all employees to view.
Adobe Reader Many of the files we publish are in a Portable Document Format (PDF), this is a free download from Adobe you can use to view these documents.
Microsoft Office Compatibility Pack If you are still running Office XP or 2003, you may need to download the compatibility pack to open this new file format. If you do not have Microsoft Office, you can download readers.
TeamViewer Hawkins Ash Baptie & Company has teamed up with TeamViewer to provide you with remote support assistance and presentation assistance. If directed by your HAB Associate, please download and run the quick support application.
