New Zealand · Practice Management
Practice management software for New Zealand accounting firms
Run the whole engagement in one place — from onboarding and engagement terms through document collection, jobs, approvals and getting paid in NZD.
Why firms choose TaxAgentPortal
Every job in one list
Assign work, track status and see what is overdue across the firm without spreadsheets.
Client portal included
Clients upload records, complete organisers and sign engagement terms without another subscription.
Invoicing and payments
NZD invoices with card payment links, automatic reminders before the due date and receipts on payment.
Audit trail
Signatures, approvals, document uploads and access events are all recorded.
How firms use it
Compliance season
Bulk-send organisers, monitor who has responded and escalate only the clients still outstanding.
Multi-staff firms
Role-based access so staff see the clients they work on, and partners see everything.
Growing firms
Standard checklists and templates so new staff follow the same process from day one.
FAQ
Frequently asked questions
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