New Zealand · Tax Agents
Tax agent software built for New Zealand practices
One platform for everything around filing — clients, organisers, documents, signatures, GST returns, jobs and NZD invoicing — designed for New Zealand tax agents and accountants.
Why firms choose TaxAgentPortal
NZ-ready out of the box
IRD number, NZBN, GST and NZ tax years handled without custom field setup.
Client portal included
Every plan includes the client portal with unlimited client logins.
Engagement letters
Online signing with consent, timestamp and IP captured for your file.
Jobs and due dates
Per-client jobs with statuses and deadlines your whole team can see.
How firms use it
Sole practitioners
Run your full client base from one tool instead of four disconnected apps.
Growing firms
Role-based access for partners, staff and administrators.
GST clients
Repeatable GST return cycles with document collection and client approval.
FAQ
Frequently asked questions
No. TAP is practice management and client portal software. It does not file returns to Inland Revenue — it manages everything around filing: clients, documents, organisers, signatures, jobs and invoicing.
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