Does it replace my tax preparation software?

No. TaxAgentPortal is a practice management and client portal layer that sits in front of your existing lodgement workflow. It does not lodge returns to the ATO.

Can I track jobs and deadlines?

Yes. Jobs, due dates and statuses are tracked per client, with a team view for your firm.

Is there an audit trail?

Yes. Logins, document access, signature events and admin actions are recorded.

Tax Agent PortalPractice Portal

Australia · Practice Management

Tax practice management software for Australian firms

A single platform for clients, jobs, documents, organizers, e-signatures, invoicing and messaging — built around the way Australian tax agents and accountants actually work.

Start free trial Book a demo

Why firms choose TaxAgentPortal

Clients & contacts

Centralised client records with AU-aware fields (ABN, TFN, ACN) and contact history.

Jobs & deadlines

Track returns, BAS periods and ad-hoc jobs with statuses and due dates per client.

Documents & signatures

Secure document collection, missing-info checklist and typed-signature engagement letters.

Invoicing

Issue and track invoices in the same system where the work was delivered.

How firms use it

Tax return season

Run individual and business returns end-to-end with one job per client.

Recurring BAS clients

Quarterly cycles with reminders, organizers, approvals and invoicing.

New-client onboarding

Invite, collect documents, sign the engagement letter, open the first job.

FAQ

Frequently asked questions

Software that runs the operational side of a tax practice — clients, jobs, deadlines, documents, organizers, signatures, invoices and messaging — in one connected system.

Start your free trial

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

Start free trial View pricing