Does Tax Agent Portal support the same core workflows?

Yes — secure document collection, digital tax checklists, missing-info requests, client messaging, e-signatures, appointments and invoicing are all included.

How does pricing compare?

Tax Agent Portal is billed yearly in AUD starting at A$299/year, with no per-signature or per-organizer fees. See the pricing page for full plan details.

Can I import my clients?

Yes — firms can bulk-invite clients and import client CSVs from the app.

Is my data isolated from other firms?

Yes. Data is scoped per firm at the database level and enforced by row-level security.

Is Tax Agent Portal a tax lodgement tool?

No. Tax Agent Portal is practice workflow and client portal software. It does not lodge tax returns directly with the ATO and does not replace registered tax agent obligations.

Tax Agent PortalPractice Portal

TaxDome Alternative · Australia

TaxDome Alternative for Australian Tax Firms

A simpler, more affordable client portal and workflow platform built for Australian tax agents, BAS agents, accountants and bookkeepers — with the core features you actually use every day.

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Why firms choose TaxAgentPortal

Simple yearly pricing in AUD

From A$299/year. No per-signature or per-organizer add-on fees, no US dollar surprises.

Built for AU/NZ firms

BAS/GST workflows, ABN-aware onboarding and AU-styled emails out of the box.

The features you actually use

Secure document collection, digital tax checklists, missing-info chase, messages, e-signatures, appointments and invoicing.

Faster to set up

Onboard your firm and invite clients in minutes, not days. Less to configure than TaxDome.

Firm-branded client portal

Your logo, colours and firm name — clients experience the portal as your firm's.

Per-firm data isolation

Every firm has its own scoped workspace, enforced by row-level security at the database layer.

How firms use it

Solo tax agents

Replace email + Dropbox + DocuSign with one login and yearly plan.

Small AU/NZ firms

Standardise document collection and checklists across staff without paying enterprise pricing.

BAS & bookkeeping practices

Quarterly BAS cycles with reminders, approvals and message threads per client.

Feature comparison: Tax Agent Portal vs TaxDome
Feature	Tax Agent Portal	TaxDome
Firm-branded client portal
Digital tax checklists
Secure document collection
Missing-information requests
Engagement letters and e-signatures	Built-in	Add-on / per-signature
Threaded client messaging
Appointments and public booking
Invoices and online payments
AU-focused workflows and terminology		US-first
Pricing currency	AUD	USD
Yearly plans	From A$299/yr	Per-user pricing

Product names and trademarks belong to their respective owners. This independent comparison is provided for general informational purposes.

FAQ

Frequently asked questions

Many Australian tax and BAS firms find TaxDome pricing, feature complexity or US-centric workflows a poor fit for a small AU/NZ practice. Tax Agent Portal is built for AU/NZ firms with straightforward yearly pricing.

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