No emailing receipts to a generic inbox. No hunting through Gmail at lodgement time. Upload once, we file it, and it's there next year too.
Group certificates, dividend statements, bank interest, rental statements, capital-gain trade history.
Receipts (photo or PDF), invoices, donation acknowledgements, super contribution confirmations.
Trial balance, GL exports, depreciation schedules, prior-year returns from a previous agent.
Driver licence and Medicare card for the initial KYC. Once verified, we don't ask again.
Files are encrypted in transit (TLS 1.3) and at rest (AES-256). Hosted in Australian data centres. Access is restricted to your accountant and you. No data is ever shared with marketing systems, no AI training, no third-party analytics inside the portal. We retain everything for seven years per ATO requirements, then it's permanently deleted.

A modern, registered tax agent based in Strathtulloh, VIC. Helping individuals and businesses across Australia since October 2024.