For Tax Agents · AU & NZ
Run your tax practice from one secure portal
Collect tax documents, send organizers, manage individual and business returns, request approvals and track every job. Practice management and client portal software for tax agents in Australia (Tax Agent / BAS Agent) and New Zealand (Tax Adviser).
Individual & business returns
Default workflows for individual, sole trader, rental, company and BAS work (Australia) or GST and income tax work (New Zealand).
Organizers per service
Pre-built questionnaire templates for each return type with save-and-continue and conditional questions.
Missing info checklist
Stop chasing documents by email — track each missing item in one place.
Engagement letters & e-sign
Send engagement letters and approval requests, and capture typed signatures with consent, date, time and IP.
Country-aware setup
Australia: ABN, ACN, TFN, ATO, BAS, PAYG. New Zealand: NZBN, IRD Number, GST, PAYE.