Australia · Accounting
An accounting client portal that replaces email and shared drives
Give clients one secure place to upload records, complete organizers and sign letters — and give your team one workflow to manage it from.
Why firms choose TaxAgentPortal
Replace email attachments
Encrypted uploads with a clear request → submit → review flow.
Per-firm isolation
Each firm has its own scoped workspace; clients only ever see their own records.
Engagement letters
Send engagement letters with typed e-signature, consent, timestamp and IP captured.
Messaging
Threaded messages tied to a client or a job — searchable, with file attachments.
How firms use it
Year-end accounts
Collect trial balance docs, bank statements and supporting records via organizer.
BAS & GST
Recurring quarterly cycle with reminders and approvals.
Ad-hoc advisory
One thread per engagement with all documents and decisions captured.
FAQ
Frequently asked questions
A secure web portal where an accounting firm and its clients exchange documents, organizers, e-signatures, invoices and messages instead of using email or shared drives.
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