Australia · Tax Agents
A secure client portal built for Australian tax agents
Stop chasing documents over email. Give every client one secure place to upload tax records, complete organizers, sign engagement letters and approve returns — with a clean workflow for your team behind the scenes.
Why firms choose TaxAgentPortal
Secure document collection
Encrypted uploads, per-client folders and a missing-info checklist so nothing slips through.
Organizers per service
Send tailored questionnaires for individual, sole trader, rental, company and BAS work.
E-signatures with audit trail
Capture typed signatures on engagement letters with consent, timestamp and IP recorded.
AU-aware fields
ABN, TFN, ACN, BAS and PAYG handled out of the box — no custom field setup required.
How firms use it
Individual returns
Send an income-tax organizer, collect payment summaries, request signature on the engagement letter, lodge.
BAS & GST work
Quarterly BAS workflow with reminders, missing-info chase and approval before submission.
Small business returns
Company and trust returns with secure file collection and a per-job task view for your team.
FAQ
Frequently asked questions
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