Does it work for firms with both business and individual clients?

Yes. Each client can be an individual, sole trader, partnership, company or trust, with different organisers and job types per client.

Can clients pay invoices through the portal?

Yes. Invoices are issued in NZD and clients can pay by card through a secure payment link, with receipts sent automatically.

Do my clients need training?

No. Clients receive an email invitation, set a password, and see only their own documents, requests and invoices.

Where is the data stored?

Data is encrypted in transit and at rest, isolated per firm, and access is recorded in an audit log for your records.

Tax Agent PortalPractice Portal

New Zealand · Accountants

One secure client portal for your New Zealand accounting clients

Give clients a single place to send you what you need and see where their work is up to — while your team works from a clear job list instead of an inbox.

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Why firms choose TaxAgentPortal

One login per client

Documents, organisers, signatures, messages and invoices all live behind the same secure client login.

Chase less

Automatic reminders for outstanding documents, unsigned engagement terms and unpaid invoices.

NZD invoicing

Send invoices in NZD with taxable supply information, take card payments and issue receipts automatically.

Mobile apps

Clients can upload photos of receipts and records straight from the iOS or Android app.

How firms use it

Annual accounts

Collect bank statements, asset purchases and loan documents against a checklist, then get approval before filing.

Onboarding a new client

Send an onboarding request, capture IRD number and NZBN, and get engagement terms signed before work starts.

Ongoing compliance

Recurring GST and payroll jobs with reminders so nothing is missed across the year.

FAQ

Frequently asked questions

It gives every client one secure login for uploading records, completing organisers, signing engagement terms, approving work and paying invoices, so your team stops managing email attachments.

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