Is there a file-size limit?

Reasonable per-file and per-account limits apply. Contact us if you have unusual requirements.

Can clients see each other's files?

No. Each client only sees their own documents. Firm-level isolation is enforced server-side.

Feature · Document Collection

Secure document collection for tax and accounting firms

Replace email attachments with structured, encrypted document requests. Each client uploads against a clear list of items, and your team reviews from one queue.

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Why firms choose TaxAgentPortal

Encrypted uploads

TLS in transit and encryption at rest, scoped per firm and per client.

Per-client folders

Every client has their own private space — no shared-drive mix-ups.

Mobile uploads

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

Reviewer queue

Your team sees new uploads in one place with quick approve / request-change actions.

How firms use it

Onboarding

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

Annual returns

Request the right documents per return type and track what's outstanding.

Quarterly BAS

A standing checklist that resets each quarter for recurring clients.

FAQ

Frequently asked questions

Yes. TLS in transit, encryption at rest, and per-firm isolation enforced at the database layer.

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