Tax Agent Portal alongside Xero
Practice Workflow Software for Firms Using Xero
Keep Xero for your ledgers, reporting and tax work. Tax Agent Portal is designed to work alongside it, adding the client engagement layer — onboarding, digital tax checklists, secure documents, missing-information requests, messaging, signatures, appointments, jobs, invoices and a firm-branded client portal. A Xero integration is not live today and is planned for a future release.
Why firms choose TaxAgentPortal
Designed to complement workflows used by firms using Xero
Your accounting file stays in Xero. Tax Agent Portal covers the client-facing steps before and after the numbers, as a separate system.
Client portal included
A branded portal your clients actually use, on desktop and mobile, included in every plan.
Digital tax checklists
Structured organisers with conditional questions and save-and-continue, instead of PDF checklists over email.
Documents and missing info
Collect what you need securely, and chase what's outstanding in a structured request rather than another email thread.
Engagement letters and signatures
Typed e-signatures with consent, timestamp and IP captured — no separate add-on.
Jobs, invoices and payments
Track work across the firm, then issue portal invoices and take online payments. Simple yearly pricing from NZ$329/year.
How firms use it
Firms standardising client intake
Onboard new clients through one branded flow instead of email, forms and shared drives.
Firms already committed to Xero
Add the client engagement and workflow layer without changing your accounting or lodgement software.
Firms adopting digital organisers
Replace PDF checklists with structured digital tax checklists tied to each job.
Who does what
A factual split so it is clear which product provides each function in your stack. The two products are used side by side today; there is no live data connection between them.
| Function | Xero | Tax Agent Portal |
|---|---|---|
| Ledger, bank feeds and reconciliation | Xero | — |
| Financial reporting | Xero | — |
| Tax preparation and lodgement | Xero tax and lodgement products | — |
| Client onboarding and intake | — | Tax Agent Portal |
| Digital tax organisers and checklists | — | Tax Agent Portal |
| Secure document collection | — | Tax Agent Portal |
| Missing-information requests | — | Tax Agent Portal |
| Threaded client messaging | — | Tax Agent Portal |
| Engagement letters and e-signatures | — | Tax Agent Portal |
| Appointments and public booking | — | Tax Agent Portal |
| Jobs and firm workflow | — | Tax Agent Portal |
| Client invoices and online payments | Xero | Tax Agent Portal (portal invoices and payments) |
| Firm-branded client portal | — | Tax Agent Portal |
Xero is a trademark of Xero Limited. Tax Agent Portal is an independent software platform. Xero integration is not currently live and is planned for a future release.
FAQ
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