New Zealand
TaxAgentPortal for New Zealand practices
Built for New Zealand tax agents and accounting firms — IRD numbers, NZBN, GST returns and NZD invoicing handled out of the box. Explore the platform by topic.
Tax Agent Client Portal
Secure portal for NZ tax agents — documents, organisers, e-signatures.
Client Portal for Accountants
One login for clients: documents, signatures, organisers and messages.
Accounting Practice Management Software
Clients, jobs, organisers, documents, signatures and invoicing in one platform.
GST Return Software
GST return workflow with reminders, approvals and document collection.
Secure Document Collection
Encrypted uploads with a missing-information checklist for accountants.
Tax Organiser Software
NZ organiser templates with conditional questions and save-and-continue.
Accounting Workflow Software
Repeatable jobs and assignments with a built-in client portal.