Feature · Audit Log
A complete record of who did what, and when
Every meaningful action is recorded — logins, document access, signatures, exports and admin changes — for accountability and incident response.
Why firms choose TaxAgentPortal
Login history
See every sign-in per user.
Document access
Recorded when a document is viewed, downloaded or uploaded.
Signature events
Full audit trail captured against each signature.
Admin changes
Role changes, invites and exports recorded.
How firms use it
Incident response
Reconstruct what happened during a suspected incident.
Client queries
Confirm when a document was sent or signed.
Internal review
Periodic review of high-risk actions.
FAQ
Frequently asked questions
Logs are retained while your firm is active. Contact us for specific retention questions.
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