TaxAgentPortal is client portal and workflow software for tax and accounting firms. TaxAgentPortal is not affiliated with, endorsed by, or connected to the Australian Taxation Office (ATO) or any government authority. TaxAgentPortal does not provide tax, accounting, financial, or legal advice and does not directly lodge tax returns, BAS, or other documents with any government authority. Tax and accounting services are provided by the individual firm using the platform.
1. About TaxAgentPortal
TaxAgentPortal is software-as-a-service (SaaS) software only. It provides a client portal, document management, organizers, messaging, signature, billing and workflow tools for tax and accounting firms. It does not provide professional tax, accounting, financial or legal services.
2. Who may use the platform
- Tax agents, accountants, bookkeepers, CPAs, CAs and their authorised staff.
- Firm administrators registering on behalf of a firm.
- Clients invited to a firm's portal by that firm.
You must be legally able to enter a contract in your jurisdiction.
3. Firm responsibilities
- Firms are solely responsible for the professional advice and services they provide to their own clients.
- TaxAgentPortal does not provide tax advice and does not lodge tax returns, BAS, IAS or any other documents with any government authority.
- Firms must comply with all applicable laws, including Tax Practitioners Board (TPB) obligations, privacy laws, ATO rules and professional standards.
4. Acceptable use
You must not misuse the platform. See our Acceptable Use Policy.
5. Subscriptions, trials and payments
- Subscriptions are billed yearly via Stripe. See Subscription Terms.
- A 14-day free trial is available where offered. Trial features may be limited.
- All fees are in AUD unless stated. GST may apply.
6. Account suspension and termination
We may suspend or terminate accounts that breach these terms, fail payment, or pose a security or legal risk. Firms may export data prior to termination where reasonably possible.
7. Limitation of liability
To the maximum extent permitted by law, TaxAgentPortal is provided "as is" without warranties. We are not liable for indirect, incidental or consequential loss, including loss of revenue, data or business opportunities, arising from use of the platform.
8. No guarantee of outcome
We do not guarantee any tax outcome, ATO acceptance, lodgement success, refund result, or compliance outcome. Responsibility for accuracy of uploaded information and submitted work rests with the firm and the client.
9. Disputes and governing law
These terms are governed by the laws of Victoria, Australia. Parties will attempt to resolve disputes in good faith before commencing legal proceedings.
10. Global use
The platform may be accessed globally. Users outside Australia are responsible for compliance with their local laws. We do not warrant that the platform is suitable for any specific country's tax laws.
11. Changes to these terms
We may update these terms from time to time. Material changes will be notified via the platform or email.
12. Contact
Legal: legal@taxagentportal.com.au · Support: support@taxagentportal.com.au