Feature · Missing Information
Stop chasing missing documents over email
Send a structured list of outstanding items to each client. They upload directly against each line, you see status update in real time.
Why firms choose TaxAgentPortal
Per-item tracking
Each missing item has its own status — outstanding, submitted, accepted.
Direct uploads
Clients upload against the exact item, not into a generic folder.
Automated reminders
Reminders go out on a schedule you control.
Activity log
See exactly when each item was requested and submitted.
How firms use it
Mid-return chase
Send a follow-up list when a return is paused waiting on documents.
Quarterly BAS
Standing checklist of recurring items per BAS period.
KYC
Outstanding identity documents tracked alongside the rest of the file.
FAQ
Frequently asked questions
Yes. The list is scoped per client.
Related
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