How our portal works

This portal is used for personal/business information we have on record for you. If anything is incorrect or requires amending, please update it. Incorrect information can cause problems at a later date or even prevent us from being able to file returns for you.

Once you have confirmed all the information is correct, you will always have access to the cloud based system which you can update as necessary, i.e change of address or phone number. This software also allows you to upload any relevant documents for us to see, update any contact information and track personal/business tax deadlines.