Client Portal for Accountants
Client Portal for Accountants and Accounting Firms
One firm-branded portal where clients upload documents, complete tax checklists, sign engagement letters, book appointments and message your team. Built for Australian accountants, tax agents and bookkeepers.
Why firms choose TaxAgentPortal
Firm-branded experience
Your logo, colours, slug and contact details on every client touchpoint.
Secure document uploads
Clients upload straight into the right client, entity and job — no email attachments.
Structured client requests
Tax checklists, missing-info requests, engagement letters and messages, all tied to the right work.
Role-based access
Firm admins, staff and clients each see only what they should.
Mobile-first for clients
Every client task works from a phone: uploads, checklists, signatures, messages, bookings.
Full audit trail
Every approval, signature and admin action is logged.
How firms use it
Solo accountants
Look professional from day one with a branded portal your clients trust.
Accounting firms
Standardise how every staff member collects documents, checklists and approvals.
Bookkeeping practices
Recurring document collection and BAS approvals without email chaos.
FAQ
Frequently asked questions
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