How is this different from a to-do list app?

Every job is linked to a client and entity, includes client-facing steps like document requests and signatures, and preserves the audit trail your firm needs.

Yes. BAS/GST cycles and annual returns can be set up as recurring jobs so nothing gets missed each quarter or year.

Can I assign staff and reviewers?

Yes. Jobs support assignees and reviewers with role-based permissions across the firm.

Does it show a firm-wide view?

Yes. Firm admins see the workload distribution and status of every job across staff and clients.

Tax Agent PortalPractice Portal

Accounting Workflow Software

Accounting Workflow Software for Australian Tax and Accounting Firms

Repeatable jobs, staff assignments, due dates and client-facing steps in one platform — with a built-in client portal so nothing gets stuck in email.

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Why firms choose TaxAgentPortal

Repeatable job templates

Set up templates for individual returns, BAS jobs, company returns and advisory work.

Client-facing steps built in

Document requests, checklists, missing-info and approvals are part of the job — not separate tools.

Staff assignments and reviewers

Assign preparers and reviewers with role-based permissions.

Firm-wide visibility

See workload, bottlenecks and job stages across the whole practice.

BAS and GST cycles

Quarterly recurrence with reminders, approvals and per-client tracking.

Audit trail

Every stage transition, assignment and approval is logged.

How firms use it

Small firms

Standardise how work moves through the firm as you add clients and staff.

Multi-agent firms

Split preparer / reviewer duties and see the whole firm's pipeline in one place.

BAS and bookkeeping

Run every quarter the same way, with a repeatable client-facing checklist.

FAQ

Frequently asked questions

Software that moves each piece of client work — tax returns, BAS, advisory jobs — through repeatable stages, with assignments, due dates, checklists and client-facing steps built in.

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