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Client Portal

Our secure client portal makes it easy to share documents, sign your returns, and stay across the progress of your work, all in one place.

What you can do in the portal

Share documents securely

Upload your tax documents, receipts, records, and supporting information directly through the portal - no email attachments needed.

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Sign your returns online

Review and electronically sign your tax returns and other documents from anywhere, on any device.

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Stay across your work

See the current status of your work, track what stage things are up to, and receive notifications when action is needed from you.

 

Ask questions in one place

Use the secure chat feature to ask questions, respond to queries, and keep important conversations linked to your work.

 

Complete requests easily

Complete client questionnaires, upload missing information, and respond to document requests without searching through email threads.

 

Access your documents anytime

Find your completed tax returns, signed documents, invoices, and important records in one secure location.

 

Pay invoices online

View and pay invoices directly through the portal

 

Everything organised in one secure place

The portal is designed to make the process clearer, easier, and more convenient - whether you are a new client or have worked with us for years.

Need help with the portal?

If you're having trouble accessing your account or signing up, we're happy to help.

Call us on 0435 996 391 or email brianna@breezeaccountingsolutions.com.au

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