Accounting practice management software
Accounting Practice Management Software for Australian Firms
Run your entire practice from one secure platform. Tax Agent Portal brings client management, jobs and workflow, tax checklists, secure documents, engagement letters, e-signatures, appointments, messages and invoicing into a single Australian-built client portal.
Built for Australian tax agents, accountants, bookkeeping firms and growing accounting practices.
Complete practice management in one platform
Every capability an Australian tax or accounting firm needs to manage clients and deliver work — with meaningful links to the details of each.
Client management
Track individuals, spouses, sole traders, companies and trusts with linked entities and contact history.
Learn about client management →Jobs and workflow
Move tax returns, BAS jobs and advisory work through clear stages with assignments and due dates.
Learn about jobs and workflow →Secure client portal
Firm-branded portal where clients upload, review and approve — no email attachments.
Learn about secure client portal →Tax checklists
Send tailored organizers with conditional questions and save-and-continue answers.
Learn about tax checklists →Document collection
Encrypted uploads organised by client, entity, category and job.
Learn about document collection →Missing-information requests
Send structured missing-info requests and track responses without leaving the portal.
Learn about missing-information requests →Engagement letters
Send proposals and engagement letters with a repeatable template library.
Learn about engagement letters →Electronic signatures
Typed and drawn e-signatures with a full audit trail on every approval.
Learn about electronic signatures →Client and firm messaging
Threaded messages tied to each client and job, with audit trail.
Learn about client and firm messaging →Invoices and payments
Issue invoices and collect online payments via Stripe Connect on eligible plans.
Learn about invoices and payments →BAS and GST workflow
Quarterly cycles with reminders, approvals and per-client tracking.
Learn about bas and gst workflow →Accounting jobs and workflow management
Move every job through predictable stages: organizer sent, waiting for client, under review, ready to lodge, lodged, invoiced, completed. Assign staff, set due dates and see status across the whole firm.
Repeatable job templates
Set up job templates for individual returns, BAS, company returns and advisory work so every job starts the same way.
Team assignments and due dates
Assign staff and reviewers, track SLAs and see workload distribution across the firm.
Secure client portal, documents and tax checklists
The client-facing experience your firm has always wanted: one branded portal for every client, with the workflows tax firms actually use.
Client portal for accountants
Firm-branded portal with per-client access, messaging and audit trail.
Document management
Encrypted uploads with automatic organisation by client, entity, category and job.
Tax checklist software
Organizer templates with conditional questions and save-and-continue.
Engagement, signatures, appointments and invoicing
Engagement letters
Reusable templates and audit-logged approvals.
E-signatures
Typed and drawn signatures with a legally auditable trail.
Appointments
Public booking links, availability rules and calendar sync.
Invoices & payments
Issue invoices and collect payments online.
Built for Australian firms of every size
Small firms and sole practitioners
Get a professional client experience without buying a full enterprise PM tool. Yearly plans start at A$299/year.
Growing accounting practices
Standardise document collection, checklists and job stages as you add staff. Assign work, track status and keep an audit trail.
Multi-agent firms
Roles and permissions separate what admins, staff and clients can see, with per-firm data isolation.
Comparing practice management platforms?
See how Tax Agent Portal compares to other Australian and international platforms firms often evaluate.
Security and privacy
- Per-firm data isolation enforced by row-level security
- Encrypted document uploads and signed download links
- Role-based staff permissions
- MFA with trusted devices and step-up verification for sensitive actions
- Audit trail on approvals, signatures and admin actions
- No sensitive tax IDs in email notifications
FAQ
Frequently asked questions
Try the accounting practice management software built for Australian firms
Get set up in minutes. Yearly plans in AUD from A$299/year.