One secure place for every document your return needs.
When the portal launches in 2026, current clients will upload everything in one place — 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. For now, current clients still send documents by email or in person.
Income statement (auto-pulled from your myGov), 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.
Built to the standard the ATO uses.
When the portal goes live, files will be encrypted in transit (TLS 1.3) and at rest (AES-256), hosted on Australian infrastructure, and access-restricted to you and your accountant. No data shared with marketing systems, no AI training, no third-party analytics inside the portal. Retained for seven years per ATO requirements, then permanently deleted. The same standards apply to the email-and-secure-document workflow we use today.