YOUtax Portal understands the importance a client portal plays in keeping client information secure, while still keeping it easily accessible for clients.
So, with many years of experience of providing online tax and accounting services, YOUtax developed their systems to include a secure client portal, protected by one of the top SSL encryption services.
- Accessible from anywhere, any time, on any device
- No need to mail, email or fax sensitive information
- Enter private personal details directly into your profile
- Upload documents directly to your profile, helping you keep organised
- Store documents for up to 10 years
- Communicate directly with the accountant looking after your jobs via ‘my messages’
- Monitor the progress of each job
Simple, secure and convenient
By using the client portal you do not need to fax or email sensitive information or personal details, such as your tax file number and financial records. This ensures these and other important records remain private. A unique username and password is provided when you engage our YOUtax Portal.
The client portal makes taking control of your accounting needs and tax returns far easier.
1. No appointments necessary – unless you want them – leaving you more time to concentrate on your business.
2. No time restraints: access is 24 hours, 365 days a year.