Your peace of mind lies in our secure client portal
As the sister business of Australia’s favourite online tax return business (Etax Accountants), Etax Local understand the importance a client portal plays in keeping client information secure, while still keeping it easily accessible for clients.
So, with 30 years of experience of providing online tax and accounting services, Etax Local developed their systems to include a secure client portal, protected by the same SSL encryption used by banks.
- 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 and jobs
- Upload documents directly to your jobs, helping you keep organised
- Access multiple entities via one account
- Store documents for up to 10 years
- View and sign tax returns electronically
- Communicate directly with the accountant looking after your jobs via ‘my messages’
- Monitor the progress of each job
Do you have a question for an accountant or need to clarify whether you can or can’t claim a deduction? The client portal now makes that even easier!
During AEST office hours, you can use Live Chat when you’re logged into the client portal.
Simply click on the pop up chat window at the bottom right of the screen and type your question. One of our friendly accountants will quickly reply with whatever it is you need. When you’re done, your chat with our accountant will be saved as a message in the job it’s related to so you always have it on record, should you need to refer back to it later.
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 Etax Local.
The client portal makes taking control of your accounting needs and tax returns far easier.
- No appointments necessary – unless you want them – leaving you more time to concentrate on your business.
- No time restraints: access is 24 hours, 365 days a year. Review and sign your tax return while you sip your late night cocoa if you like!
Why shouldn’t I just use email?
Fraud and identity theft have increased dramatically over the last decade and email accounts are increasingly more vulnerable. Unfortunately, it’s also become commonplace for us all to send valuable or private information via email without really thinking about the consequences of that information being intercepted. Time and time again we hear stories of security breaches reported by large email providers and we’d rather you didn’t need to risk the safety of your documents by needing to send them via email.
It’s important to make sure you know where your details are going, how they’re going to get where you’re sending them and how secure both the process and final destination are.
If you already know what services you’re looking for – or if you’d like a free, no-obligation chat with our accounting team – get in touch with our head office today.
Call us on: 1300 174 689
If you’d prefer, simply fill in our contact form and one of our service specialists will get back to you as soon as possible.