New Zealand

Tax accounting software for modern practices

TAP — the Tax Agent Portal — brings client records, document collection, organizers, e-signatures, job tracking and invoicing into a single secure platform for tax agents and accountants across New Zealand.

Why firms choose TaxAgentPortal

Built for NZ

NZBN, IRD number, GST return and PAYG for New Zealand; NZBN, IRD number and GST returns for New Zealand — with the right currency and tax year.

Everything around lodgement

Chase documents, run organizers, get engagement letters signed and bill the job without leaving the platform.

Client portal included

Unlimited client logins on every plan — no per-client pricing surprises.

Secure by design

Encrypted storage, role-based access, MFA and a full audit trail on every document and signature.

How firms use it

Tax agents

Run individual and business returns with organizers, checklists and status visible to the whole team.

Accounting firms

Standardise jobs across staff so nothing sits waiting on a client for weeks.

Bookkeepers

Handle GST return and GST cycles with repeatable jobs, reminders and approvals.

FAQ

Frequently asked questions

Tax accounting software is the system a practice uses to run tax and accounting work end to end — collecting client records, tracking jobs and deadlines, getting documents signed, and billing. TaxAgentPortal (TAP) covers everything around lodgement; it is not a ledger or a lodgement gateway.

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