Tax Agent Portal

Tax Agent Portal helps tax firms manage clients, documents, jobs, messages, appointments and practice workflows from one secure online portal.

The app is designed for tax agents, accountants, bookkeepers and their clients who need a simple way to manage tax-time communication and document collection.

Key features include:

• Client portal access
• Client profile management
• Document upload and storage
• Missing information requests
• Secure client messages
• Appointment management
• Job and workflow tracking
• Invoices and payment status
• Engagement forms and signatures
• Firm branding and team access
• Multi-factor authentication support

For clients, Tax Agent Portal makes it easier to upload documents, respond to requests, check messages, and stay updated with their tax job progress.

For firms, it helps reduce manual follow-ups, organise client records, track outstanding information, and keep communication in one place.
Tax Agent Portal is a business productivity platform. It does not provide tax, legal, financial, banking, lending, investment, insurance or government lodgement services. Tax services are provided by the registered tax firm or professional using the platform.

Users need an account created or approved by their tax firm to access the portal.