The TaxPlus Client Portal gives you a secure, centralised space to manage every aspect of your accounting relationship. From viewing your financial dashboard and booking video sessions to paying invoices and signing documents — everything is at your fingertips, 24/7.
No more chasing paperwork, waiting for callbacks, or missing deadlines. With TaxPlus, you're always in control.
Save Time — No more trips to the accountant's office.
Stay Secure — Bank-level encryption for all your data.
Stay Compliant — Never miss a filing deadline again.
Get a live overview of your financial health, upcoming sessions, and pending tasks at a glance.
Book and join face-to-face video calls with your dedicated accountant from anywhere in the world.
Upload, store, and share financial documents securely with your accountant — no more email attachments.
View and pay your invoices instantly via Stripe, with a full history of all transactions.
Stay informed with real-time push notifications for messages, invoices, and session reminders.
Review and e-sign engagement letters digitally — no printing, scanning, or posting required.
| Feature | TaxPlus Portal | Traditional |
|---|---|---|
| Access your accounts 24/7 | ||
| Face-to-face video sessions | ||
| Secure cloud document storage | ||
| Pay invoices online instantly | ||
| Real-time financial dashboard | ||
| Instant push notifications | ||
| E-sign engagement letters | ||
| Personalised accountant support |
Available on all your devices. Manage your accounting from your pocket, whether you're on iPhone, Android, or iPad.
Full portal access optimised for iOS. Book sessions, pay invoices, and manage documents on the go.
App StoreNative Android experience with push notifications, biometric login, and offline document access.
Google PlayTake advantage of the larger screen with a full desktop-like dashboard experience on your iPad.
App StoreJoin thousands of clients who manage their accounting online with TaxPlus. Sign up today — it's free and takes less than 2 minutes.
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