Can jobs repeat automatically?

Yes. Recurring jobs can be created on the client's cycle, such as two-monthly GST or annual accounts.

How do we know what is overdue?

The job list can be filtered by status, owner and due date, and the dashboard highlights work that needs attention.

Does it include the client side?

Yes. Document requests, organisers, e-signatures and approvals are all part of the same job, so client delays are visible in your workflow.

Can staff only see their own clients?

Role-based access controls what each staff member can see, and everything is recorded in an audit log.

Tax Agent PortalPractice Portal

New Zealand · Workflow

Accounting workflow software for New Zealand firms

Standardise the work your firm repeats every month and every year, and see at a glance what is on track, what is waiting on a client and what is overdue.

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Why firms choose TaxAgentPortal

Repeatable jobs

Annual accounts, GST returns and payroll set up once and recurring on each client's cycle.

Clear ownership

Every job has an owner and a due date, so nothing sits unassigned.

Client delays visible

Outstanding documents and unsigned engagement terms show directly on the job.

Firm-wide view

Partners can see all work; staff see the clients they are responsible for.

How firms use it

Compliance calendar

Plan the year's GST, payroll and annual accounts work and track it as it progresses.

Team handover

Standard steps mean work can move between staff without losing context.

Capacity planning

See how much work sits with each staff member before taking on more clients.

FAQ

Frequently asked questions

A system that turns repeatable work — annual accounts, GST returns, payroll, tax notices — into standard jobs with owners, due dates and steps, so the same process runs every time.

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