What file types can clients upload?

PDFs, images, spreadsheets and common document formats, including photos taken directly in the mobile app.

How do clients know what to send?

Each request lists exactly what is outstanding as a checklist, and reminders go out automatically until it is complete.

Is the upload secure?

Yes. Files are encrypted in transit and at rest, stored per firm, and access is limited by role and recorded in an audit log.

Can we set a document retention approach?

Firm admins control access and can export or remove firm data, so you can align the portal with your own retention policy.

Tax Agent PortalPractice Portal

New Zealand · Documents

Secure document collection for New Zealand accounting firms

Replace email attachments and shared drives with encrypted uploads, per-client folders and a checklist that shows exactly what is still outstanding.

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Why firms choose TaxAgentPortal

Encrypted uploads

Records are encrypted in transit and at rest and stored in the correct client folder automatically.

Missing-information checklist

Clients see precisely what is still needed, and so does your team.

Automatic reminders

Follow-ups are sent for you until the checklist is complete.

Full audit log

Every upload, download and access event is recorded for your records.

How firms use it

Annual accounts packs

One request listing bank statements, loan documents, asset purchases and closing stock.

Rental property clients

Collect rates, insurance, interest and repair records per property each year.

Payroll and PAYE records

Regular collection of timesheets and payroll reports with reminders.

FAQ

Frequently asked questions

Email attachments are hard to track, easy to lose and not a safe place for IRD numbers or bank statements. A portal keeps every file in the right client folder with a record of who uploaded what and when.

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