Professional Services Technology

Tax Agent Portal

A practice and client management platform designed for tax professionals and accounting firms.

A BSoft Platforms company
Tax Agent Portal logo

Key purpose

Help tax practices manage clients, jobs, documents and lodgement workflow in one organised practice workspace.

Target users

  • Tax agents
  • Accounting firms
  • Bookkeepers
  • Practice administrators

Main features

Client and entity records
Job and workflow tracking
Secure document collection
Task and deadline management
Client communication
Practice reporting

Interface previews

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