As a general policy, we do not recommend sending your sensitive information by email, as emails are less secure and can go missing. With our own Client Portal, we use customised Online Questionnaires with Secure File Upload to make it easier for you to organise and deliver your information to us before a meeting. We can even complete your return this way, without a meeting. You will receive scheduled reminders until you respond, to help make sure your BAS or tax return is lodged by the due date.
Our Client Portal and Online Questionnaires are designed to help you work more efficiently and easily with us, and can save you on accounting fees. We don’t outsource any of our client’s work to third parties. Your data is always stored locally and securely with access to the files controlled by us. It’s essentially a better alternative to email and dropbox.
Many of our clients prefer to print our tax return questionnaires to use them as checklists. They then deliver their paperwork to us by mail or in person. That works well with us too. However, whenever practical, we prefer to receive copies instead of your valuable original documents.
Online or not online, we will work with you to get the job done.