For clients of Tax Simplified, we're always on the lookout for ways to help make managing your tax and financial world easier.
We've recently begun using a new Client Portal that not only stores your documents safely, it also has the ability for you to digitally sign a wide range of documents - your tax returns, financial statements, minutes, engagement letters and so on.
Check out this video!
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!
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.
No more scanning and emailing documents, saving you considerable time and trouble.
Make Tax Time easy with our pre-populated digital form. You can even upload documents.
Say goodbye to spreadsheets. Take control with instant budgets and monitor your spending.
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.