Yes. Files are stored in per-firm private storage paths and accessed via signed download links. Email attachments are not used for sensitive files.

Can documents be linked to a specific job?

Yes. Each upload is tagged to the client, entity, category and job so the firm sees exactly what belongs where.

Can staff request specific documents?

Yes. Firms send document requests and missing-info requests through the portal and track which items are still outstanding.

Is there a mobile experience for clients?

Yes. Clients can capture receipts and upload documents from their phone.

Tax Agent PortalPractice Portal

Document Management

Document Management for Accountants and Accounting Firms

Stop chasing receipts by email. Clients upload documents directly into the right client, entity and job, and your firm always knows what's outstanding.

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Why firms choose TaxAgentPortal

Structured uploads

Files are organised by client, entity, category and job automatically.

Secure by design

Per-firm private storage paths, signed download links and audit trail.

Mobile capture

Clients photograph receipts and upload from their phone.

Missing-information requests

Send structured requests and track outstanding items in one place.

No email attachments

Sensitive tax documents stay inside the portal.

Firm-wide visibility

Staff see every document tied to the right client and job.

How firms use it

Tax return season

Get organised uploads from every client without email overload.

BAS cycles

Recurring document requests each quarter without starting from scratch.

Onboarding new clients

Structured intake replaces messy 'send me your docs' email threads.

FAQ

Frequently asked questions

Clients log in to the firm-branded portal and upload directly from desktop or mobile. Files land in the correct client, entity and job automatically.

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