What is the Heyward CPA's Tax Filing Process

Answer:

  1. Client Engagement: We send you a proposal and engagement letter via Practice Ignition, secure signatures and payment
  2. Client Intake: You complete our Intake Form in the portal (powered by Ignition), upload all documents securely, and specify filing information. Ignition Integration to track each client's return status, assign tasks, review, prepare, and e‑file. Real‑time sync with your previous year through Practice CS ensures seamless updates.
  3. Notifications & Approvals: You’re notified to review the draft. Once approved, we proceed with electronic filing.

Billing & Delivery: After filing, Ignition handles final invoices and receipts. You'll receive a digital copy via client portal

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us