Are uploads encrypted?

Yes. Uploads are encrypted in transit (TLS) and at rest. Access is scoped per firm and per client.

Is there a missing-information workflow?

Yes. You can send a list of missing items to a client, who can upload directly against each item. Status updates as items come in.

Can clients upload from a phone?

Yes. Mobile-friendly uploads, including photos of paper documents.

Tax Agent PortalPractice Portal

Australia · Document Collection

Secure document collection for accountants and tax agents

Replace messy email attachments with a structured, encrypted intake. Request documents, track what's missing and review submissions in one place.

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Why firms choose TaxAgentPortal

Encrypted uploads

TLS in transit, encryption at rest, per-firm isolation enforced by the database.

Missing-info checklist

Send a list of items, track each one, and let clients upload directly against each line.

Mobile-friendly

Clients can upload from their phone, including photos of paper documents.

Audit log

Every upload, download and access event is recorded.

How firms use it

New-client onboarding

Collect ID, prior-year returns and bank statements through a single secure request.

Tax return season

Send a tailored document request per return type and chase missing items automatically.

BAS quarterly

Standing checklist that resets each quarter for recurring BAS clients.

FAQ

Frequently asked questions

Email attachments are not encrypted at rest in most inboxes, are easy to mis-send, have no audit trail, no checklist, and quickly become unmanageable at scale.

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