Tax return documents in the portal
Clients upload the documents for their tax return and follow the published timeline.
The problem it solves
Clients do not know what to send or where their return is up to.
How it works
- The client opens their tax return in the portal.
- They upload the documents requested.
- They follow progress on the timeline.
What your practice gets
- Documents supplied where they are needed.
- Progress visible to clients.
- Fewer status calls.
Questions accountants ask
Where do uploads go?
To the client's tax return in Fedix.
Who updates the timeline?
Your practice publishes it.
Can clients see lodgement?
They see the steps your practice publishes.
Related features
Features that work alongside tax return documents in the portal.
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.
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.
Portal administration
Invite and manage portal users, approve upload and delete requests, and control folder permissions and document visibility.
Fedix links for clients
Clients act on emailed links (book a meeting, accept a quote, pay an invoice, confirm details or view return information) without logging in.
Client portal dashboard and documents
Clients see their tax returns, deadlines and income tax account, upload and download documents, request deletions and receive notifications.
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.