Client Portal Login
Benefits to you
- Unprecedented access to data, such as financial statements and income tax returns
- Access your relevant documents 24/7
- Better security than email
- Easily transfer files to us – no need to deliver your documents to our office, simply upload from your location
- Ability to sign documents electronically and have the signed document automatically sent back to us
Signing a document
The portal enables the electronic signing of documents, either for a single person or for multiple signatories. If a document has been uploaded for you to sign, you will see the signing option in the task column next to the document name.
Signing of documents through our new portal will replace the existing eSign process for tax returns and activity statements.
You can also upload files to us
Documents can be uploaded to the portal for us to access. From the documents tab, select upload file which will open file explorer, select the file(s) you wish to upload and click open.
An uploads notification will pop-up to show progress and will automatically minimise once the files are fully uploaded. Documents can also be uploaded by dragging and dropping them onto the portal website.