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Client tax timeline

Publish a per-client tax timeline that the client can see in their portal, so they know where their return is up to.

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The problem it solves

Clients phone and email to ask where their return is, and every answer interrupts someone.

How it works

  1. Write the timeline steps for the client's job.
  2. Publish it to the client portal.
  3. Update it as the work progresses; the client sees the latest status.

What your practice gets

  • Fewer "where is my return?" calls.
  • Clients see progress in the portal.
  • Staff control exactly what is published.

Questions accountants ask

Does the client see it automatically?

They see it once you publish it to their portal.

Can I edit it after publishing?

Yes. Update the timeline as the job moves.

Does it show lodgement?

It shows the steps your practice publishes; lodgement itself is done in your lodgement software.

Features that work alongside client tax timeline.

Client view of the tax timeline

Clients see the status of their return on the timeline your practice publishes.

Invite clients to the portal

Send a client portal invitation by email (with a preview) or by SMS.

Client payment status badges

See each client's payment and overdue status as a badge on the client list.

Client list and search

Find any client in the practice by name, reference or TFN from one searchable, filterable and sortable list.

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Client workspace

One page per client, with tabs for summary, profile, services, relationships, ATO information, identity, compliance, tasks, notes, time, billing and activity.

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Create and maintain client records

Add, update and remove client records, including bulk removal and lodgment-reminder settings, so the client book stays accurate.

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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.

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