Secure client portal for Australian and New Zealand tax firms
Collect documents, send tax organizers, manage client messages, track jobs, request approvals, invoice clients and keep every client entity organised — with country-aware setup for Australia and New Zealand.
No more chasing emails, missing receipts or scattered client files.
See how a modern tax firm can run everything in one place
Example data shown for demonstration only. Actual results depend on your firm's setup and usage.
A practice that runs itself, not on email
Replace email threads, spreadsheets and missing-receipt chases with one secure client experience.
Stop chasing documents
Clients upload receipts, PDFs and forms directly into the right client, entity and job.
Replace messy email threads
Keep client conversations linked to the right tax job so your team can find everything fast.
Know every job status
Track work from organizer sent to under review, ready to lodge, invoiced and completed.
Make clients look professional
Give every client a branded portal with your firm logo, colours and contact details.
Built for real tax workflows
Manage individuals, spouses, sole traders, companies and trusts in one connected CRM.
Mobile-first for busy clients
Clients can complete forms, send messages, approve letters and snap receipts from their phone.
Why firms choose Tax Agent Portal
From scattered admin to one organised workflow
Before
- Client files spread across email
- Receipts sent by SMS or WhatsApp
- Staff unsure what is missing
- Jobs tracked manually
- Engagement approvals hard to follow
- Invoices and payment follow-up disconnected
After
- Documents uploaded into the portal
- Organizers completed online
- Messages linked to clients and jobs
- Job status visible to the team
- Engagement letters approved with audit trail
- Payments and outstanding balances tracked
Built for how tax firms actually work
Collect client documents without chasing emails
Clients upload from desktop or mobile, organised by client, entity, category and job.
Send tax organizers clients can complete from any device
Save-and-continue forms with conditional questions and required fields.
See exactly where every tax job stands
Organizer sent, waiting for client, under review, ready to lodge, lodged, completed.
Keep messages tied to clients and jobs
No more lost email threads — every conversation linked to the right work.
Engagement letters and approvals with audit trail
Send proposals, collect typed e-signatures, keep a record of every approval.
Invoice clients and track outstanding balances
Payment requests linked to the right client and job, with manual or online payment.
CRM with entity linking
Individuals, spouses, sole traders, companies, trusts and related entities — connected.
Give clients a portal that looks like your firm
Your logo, colours and contact details on client pages, emails and document requests.
Built for the busy tax season
When client requests increase, your firm needs more than email and spreadsheets. Tax Agent Portal helps you collect information, organise entities, track jobs and keep clients moving without losing control of the workflow.
Designed for secure firm-client collaboration
Each firm's clients, documents, messages, jobs, invoices and branding are separated by organisation-level access controls.
- Secure document collection
- Client-only portal access
- Role-based staff permissions
- Audit trail for sensitive actions
- Firm-branded client experience
- No sensitive tax IDs in email notifications
Organisation-isolated by design
Each firm gets its own isolated workspace. Clients see only their own records. Staff see only their own firm. Firm admins manage their own practice.
Built for AU and NZ terminology
Australia
New Zealand
Made for modern tax and accounting practices
Ready to give your firm a professional client portal?
Start with document collection, organizers, messaging and workflow tracking — then add approvals, invoices and branded client access as your firm grows.
FAQ