Client portal benefits
Your own App
No more paper trails
No more paper trails
Enjoy the benefit of having all your tax information and accounts in one place with one login. The best part is that you have your own app to access your information on the go!
No more paper trails
No more paper trails
No more paper trails
Cut out the paper! Keep your important paperwork and records safe in a single secure location and share your important records easily through the portal.
E-signatures
No more paper trails
Digital forms
No more scanning and emailing documents, saving you considerable time and trouble.
Digital forms
Whole of Wealth
Digital forms
Make Tax Time easy with our pre-populated digital form. You can even upload documents.
Cashflow
Whole of Wealth
Whole of Wealth
Say goodbye to spreadsheets. Take control with instant budgets and monitor your spending.
Whole of Wealth
Whole of Wealth
Whole of Wealth
Track your wealth with monthly snapshots & summaries of all you own and owe. See your future wealth projections, review your financial priorities & receive a personalised action plan.