Client portal dashboard and documents
Clients see their tax returns, deadlines and income tax account, upload and download documents, request deletions and receive notifications.
The problem it solves
Clients phone the office for information they could look up themselves.
How it works
- The client signs in to the portal.
- They see returns, deadlines and their ATO account summary.
- They upload or download documents and get notifications.
What your practice gets
- Clients self-serve.
- Fewer phone calls.
- Documents exchanged securely.
Questions accountants ask
Can clients delete documents?
They can request deletion; staff approve.
Do clients see their ATO account?
Where your practice publishes it, they see their income tax account summary.
Are clients notified?
Yes.
Related features
Features that work alongside client portal dashboard and documents.
Secure client portal sign-in
Clients sign in with a password or a magic link, protect their account with multi-factor sign-in, and reset passwords themselves.
Secure client chat
Secure chat between clients and staff, plus a client-facing AI assistant for common questions.
Client bookkeeping review in the portal
Clients see transactions, reports, pay slips and leave balances, and review and submit answers on unmatched transactions.
Tax return documents in the portal
Clients upload the documents for their tax return and follow the published timeline.
Client view of the tax timeline
Clients see the status of their return on the timeline your practice publishes.
Client profile and entity switcher
Clients edit their profile and password, and switch between their entities with a group summary.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.