Can clients use it on mobile?

Yes. The client portal works in any modern mobile browser. Uploads, signatures and organizers are all mobile-friendly.

Does it work for sole practitioners?

Yes. Pricing scales from sole practitioners up to multi-staff firms.

What happens to data when a client leaves?

You retain the client's records under your firm. Firm admins can export firm data as CSV at any time.

Tax Agent PortalPractice Portal

Australia · Client Portal

Client portal software for tax agents

Give your clients one secure login for everything — uploads, signatures, organizers, invoices and messages — instead of bouncing between email, Dropbox and DocuSign.

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Why firms choose TaxAgentPortal

One login for clients

Documents, signatures, organizers and invoices live in one place — no extra apps.

Role-based access

Staff, partners and clients each see only what they should. Roles are enforced server-side.

Audit log

Logins, document access, signature events and exports are recorded.

Email reminders

Automated reminders for missing documents and outstanding signatures.

How firms use it

Onboarding new clients

Send a branded invite, collect ID documents and have the engagement letter signed before the first meeting.

Annual return season

Push organizers to every client, track returns, chase missing items, approve and lodge.

Ongoing BAS clients

Quarterly BAS cycle with reminders and approvals — no email back-and-forth.

FAQ

Frequently asked questions

It centralises document collection, organizers, engagement letters, e-signatures, messages and approvals so clients have one place to go and your team has one place to work from.

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Set up your firm in minutes. No credit card required.

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