Is TaxAgentPortal suitable for New Zealand tax agents?

Yes. Clients are recorded with IRD number and NZBN, GST returns replace BAS, invoices are issued in NZD with taxable supply information, and engagement letters reference the Privacy Act 2020 and Tax Administration Act 1994.

Do clients need to install anything?

No. Clients sign in through a browser, and iOS and Android apps are available if they prefer a phone app.

How is client data protected?

Data is encrypted in transit and at rest, each firm's data is logically isolated, role-based access limits who can see what, and every access is recorded in an audit log.

Can I export my firm's data?

Yes. Firm admins can export firm data as CSV from the in-app Export page at any time.

Tax Agent PortalPractice Portal

New Zealand · Tax Agents

A secure client portal built for New Zealand tax agents

Stop chasing records over email. Give every client one secure place to upload documents, complete organisers, sign terms of engagement and approve returns — with a clean workflow for your team behind the scenes.

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Why firms choose TaxAgentPortal

Secure document collection

Encrypted uploads, per-client folders and a missing-information checklist so nothing slips through before filing.

Organisers per service

Send tailored questionnaires for individual (IR3), rental, contractor, company and GST work.

E-signatures with audit trail

Capture typed signatures on terms of engagement with consent, timestamp and IP recorded.

NZ-aware fields

IRD number, NZBN, GST and PAYE handled out of the box — no custom field setup required.

How firms use it

Individual income tax

Send an IR3 organiser, collect income and expense records, request a signature on the engagement terms, then file.

GST returns

Two-monthly or six-monthly GST workflow with reminders, missing-information chase and client approval before filing.

Company and trust work

Annual accounts and returns with secure file collection and a per-job task view for your team.

FAQ

Frequently asked questions

A secure web portal where a New Zealand tax agent and their clients exchange documents, organisers, terms of engagement, approvals and messages in one place — instead of scattered email threads and shared drives.

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

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