Australia & New Zealand
Tax accounting software for modern practices
TAP — the Tax Agent Portal — brings client records, document collection, organizers, e-signatures, job tracking and invoicing into a single secure platform for tax agents and accountants across Australia and New Zealand.
Why firms choose TaxAgentPortal
Built for AU & NZ
ABN, TFN, BAS and PAYG for Australia; NZBN, IRD number and GST returns for New Zealand — with the right currency and tax year.
Everything around lodgement
Chase documents, run organizers, get engagement letters signed and bill the job without leaving the platform.
Client portal included
Unlimited client logins on every plan — no per-client pricing surprises.
Secure by design
Encrypted storage, role-based access, MFA and a full audit trail on every document and signature.
How firms use it
Tax agents
Run individual and business returns with organizers, checklists and status visible to the whole team.
Accounting firms
Standardise jobs across staff so nothing sits waiting on a client for weeks.
Bookkeepers
Handle BAS and GST cycles with repeatable jobs, reminders and approvals.
FAQ
Frequently asked questions
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