Is TAP the same as the ATO Tax Agent Portal?

No. The ATO's Online services for agents (often called the tax agent portal) is the government system for lodgement and account access. TAP is independent practice software for everything around lodgement — clients, documents, organizers, signatures, jobs and invoicing.

Registered tax agents, BAS agents, accountants and bookkeepers — from sole practitioners to multi-office firms — plus their clients, who log in to the client portal.

How do clients access TAP?

Clients get a secure invite by email and log in through the browser or the free iOS and Android apps to upload documents, complete organizers and sign.

Is there a free trial?

Yes. You can set up your firm and start a trial without a credit card.

Tax Agent PortalPractice Portal

TAP · TaxAgentPortal

TAP — the tax agent portal for AU & NZ practices

TAP is how firms and their clients work together: one secure place for documents, organizers, engagement letters, e-signatures, job progress and invoices — for Australian and New Zealand tax agents and accountants.

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Why firms choose TaxAgentPortal

One portal for every client

Clients log in once to upload, answer, sign and pay — no more email attachments or chasing files.

Firm side and client side

Your team sees jobs, deadlines and outstanding items; clients only see their own secure workspace.

AU & NZ ready

ABN/TFN/BAS in AUD for Australia, NZBN/IRD/GST in NZD for New Zealand.

Mobile apps included

Free iOS and Android apps so clients can photograph and upload records from anywhere.

How firms use it

Onboarding new clients

Public join links, engagement letters and identity details collected before the first meeting.

Tax season

Organizers, missing-information requests and status tracking across the whole client base.

Getting paid

Invoice from the job, send a secure pay link and reconcile automatically.

FAQ

Frequently asked questions

TAP is short for TaxAgentPortal — the tax agent portal used by accounting and tax practices in Australia and New Zealand to run client work securely online.

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Set up your firm in minutes. No credit card required.

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