We are ever mindful of the need for strong security over all data that we hold …especially your data.
With this in mind, we have invested in a Client Portal for the electronic delivery of your information between you and our office, such as tax returns. Therefore, documents that we previously emailed to you will now be accessible on the Client Portal for you to review and sign. You will also be able to upload documents and information to us with the click of a button or two.
Documents cannot be uploaded to the portal until you have activated your account.
A new email will be sent to you each time we upload documents for your attention
The Benefits…
- Much tighter security
- Pretty easy to use
- No printing of tax returns needed
- You can authorise lodgement of the return from your computer, tablet, or mobile phone
- This authorisation meets the requirements of the ATO, CPA, and TPB.
- Your records are available 24/7 – you can send a copy to the bank or similar. For this reason we wont be displaying your TFN.
- Better for the environment
- Faster turnaround times for us sending documents to you, and you replying to us.
- No more emails going to SPAM Folder
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Practice ID is KDCA0001