A client portal with your firm's name on it.
Every client gets one place for their tax life. Past returns and signed documents by year, anything outstanding waiting to be actioned, and a way to send you files without a single email attachment. Your branding, not ours.
Your clients never see the word Admiin.
The portal carries your logo, your colours and your domain. Emails go out from your own inbox in your name. As far as the client is concerned, this is your firm's software.
- Your logo and brand colours throughout
- Notifications sent from Outlook or Gmail, in your name
- Verification and signing screens branded to the firm
- Data held in Australia
Everything they used to email you about.
The portal is not a document dump. It is a short list of things waiting on them, and a permanent record of everything already done.
Sign what is outstanding
Returns, engagement letters and distribution minutes, signed on a phone in a tap. No printing, no scanning, no separate signing tool to log into.
Action an ATO liability
Pay in full, spread it over instalments, defer to the due date, or pay the ATO directly. The payment reference is already correct.
Upload what you asked for
A checklist rather than a vague email. They upload against each item, and the file lands filed under the right year and document type on your side.
Find a document from three years ago
Every return, notice of assessment, signed engagement letter and statement, organised by year. The call that starts "can you resend me" stops coming.
Complete their verification
AML and KYC checks run through the same portal, branded to your firm, so onboarding does not send the client somewhere unfamiliar.
See what is coming
Upcoming lodgements and due dates sit in front of them, so the deadline is not a surprise and the reminder does not have to come from you.
The portal exists so your inbox stops being the filing system.
Every document a client can find themselves is a request that never reaches your team.
Email is the archive
- "Can you resend last year's return" lands in the inbox, again.
- Documents arrive as attachments and get filed by hand, or not at all.
- Sensitive files move around as email attachments.
- Nobody is sure whether the client has signed, or seen it at all.
The client has their own copy
- They find last year's return themselves, in seconds.
- Uploads file themselves against the client, the year and the type.
- Files move through the portal rather than as attachments.
- You can see exactly what is outstanding, per client.
From your desk to their phone.
You send
A pack to sign, a document request, or a verification.
They open
One link, from your inbox, in your firm's branding.
They action it
Sign, pay, or upload, on whatever device is to hand.
It files itself
Against the client, the year and the document type.
It stays there
Their permanent record, and one less email to you.
What firms ask about the portal.
Do we pay per client?
How branded is it, really?
Will older clients actually use it?
What can clients see?
Can a client with several entities see them all in one place?
Where is the data held?
Give your clients somewhere to look.
Send one pack through Admiin and the client has a portal. Do it for the whole book and your inbox stops being the archive.
