Client Onboarding

Welcome to the HIYO family! We’re so happy to have you with us. Please follow the steps listed below to get started.

STEP 1: Make yourself at home in our Client Portal

This will be your go-to place for all things HIYO. You can easily access it from our website navigation: Login > Client Portal

To access, log in with: HIYOclients


 

STEP 2: Tell us about yourself

This helps ensure we have all the right info on our system.


STEP 3: Sign our agreement

Click on the first button to request an agreement from the team via email. Once you’ve signed it, use the second button to submit the signed form. Feel free to let us know if you have any questions!


STEP 4: Learn the ropes

Please triple-check you’re informed and agree with our company values, expectations and T&C’s:


STEP 5: Prep for taxes

(I know, we spoil you y giving you all this without you ever having to ask for it 😇)