Simple pricing for every firm size
Practice management and client portal software for tax and accounting firms.
Start free for 14 days. No credit card required.
Active in Australia and New Zealand.
Our plans
Starter
Solo practitioner
NZ$329 /year
Start Free Trial- 1 admin
- Up to 200 clients
- Client portal
- Document upload & vault
- Secure messaging
- Basic workflow tracking
Small Firm
Small firm
NZ$549 /year
Start Free Trial- 1 admin + 2 staff
- Up to 400 clients
- Everything in Starter
- Organisers / questionnaires
- E-signature
- Missing-info requests
Most popular
Professional
Growing practice
NZ$879 /year
Start Free Trial- 5 staff
- Up to 600 clients
- Everything in Small Firm
- Invoicing
- GST return workflow
- Custom branding
Premium
High-volume firm
NZ$1,099 /year
Start Free Trial- 10 staff
- Up to 1,000 clients
- Everything in Professional
- Priority support
- Advanced workflows
- Premium onboarding
Enterprise
2,000+ clients
NZ$1,649 /year
Start Free Trial- 25 staff
- Up to 2,000 clients
- Stackable +1,000 client packs at NZ$549/yr each
- Everything in Premium
- Dedicated onboarding
- SLA & DPA
- SSO (roadmap)
- API access (roadmap)
All prices in NZD, billed yearly. GST may apply for New Zealand customers.
Growing past 2,000 clients? Enterprise firms can add extra 1,000-client packs at NZ$549/year each, billed yearly, stackable to any size — no need to leave self-serve.
TaxAgentPortal is practice management and client portal software for tax and accounting firms. It is not a tax agent, accounting practice, ATO/IRD service, or government portal, and does not lodge returns directly with any tax authority. See Subscription Terms · Refund Policy · ATO non-affiliation.
FAQ
Frequently asked questions
Start a 14-day free trial of TaxAgentPortal — no credit card required. You get full access to set up your firm, invite test clients, and explore documents, organizers, messaging and workflow.