Does it integrate with Xero?

Tax Agent Portal is independent software. It doesn't share XPM's built-in Xero ledger sync; it is designed to work alongside your existing accounting and lodgement software.

Why look for an XPM alternative?

Common reasons include wanting a modern client-facing portal, simpler pricing, faster onboarding, and Australian-focused digital tax checklists and document collection.

Can staff be assigned to jobs?

Yes. Firms assign staff and reviewers to jobs with role-based permissions.

How is pricing structured?

Simple yearly plans in AUD from A$299/year. See the pricing page for full plan details.

Is Tax Agent Portal a lodgement tool?

No. It doesn't lodge tax returns with the ATO; firms continue to use their existing lodgement software.

Tax Agent PortalPractice Portal

Xero Practice Manager alternative

A Xero Practice Manager Alternative for Australian Accounting Firms

If XPM feels heavy for your firm's client-facing work, Tax Agent Portal offers a modern client portal, digital tax checklists, secure documents, engagement letters, signatures and messaging — with simple yearly pricing in AUD.

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Why firms choose TaxAgentPortal

Modern client portal

A branded portal your clients will actually use, on desktop and mobile.

Digital tax checklists

Structured organizers with conditional questions and save-and-continue.

Engagement letters and signatures included

No separate e-signature add-on for engagement work.

Missing-info requests

Ask for what's outstanding in a structured way, not another email.

AU-focused workflows

ABN-aware onboarding, BAS/GST cycles, AU-styled emails.

Simple yearly pricing

From A$299/year, billed yearly in AUD.

How firms use it

Firms not needing time billing

If WIP and time-billing aren't central, XPM's overhead may not be worth it.

Firms wanting a modern client experience

Move client-facing work off email and shared drives into a branded portal.

Firms adopting digital organizers

Replace PDF checklists with structured digital tax checklists.

Feature comparison: Tax Agent Portal vs Xero Practice Manager
Feature	Tax Agent Portal	Xero Practice Manager
Firm-branded client portal		Limited
Digital tax checklists (organizers)		Add-on / manual
Secure document collection		Via file share
Missing-information requests
Engagement letters and e-signatures	Built-in	Add-on
Threaded client messaging		Limited
Appointments and public booking
Jobs and workflow
Time billing / WIP
Direct Xero ledger integration
AU-focused workflows and terminology
Yearly pricing (AUD)	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

Tax Agent Portal focuses on the client-facing and workflow layer: client portal, document collection, tax checklists, missing-info, engagement letters, signatures, messages, appointments and invoicing. Firms with heavy time-billing and tight Xero ledger integration may still keep XPM; many small and mid-size Australian firms use Tax Agent Portal on its own.

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