Etax Local Clients, is your account set up?
If so, log straight in to the Connect Portal here:
Alternatively, get in touch with our team.
At Etax Local, protecting your privacy and the security of your information is at the heart of everything we do. Unlike other accounting firms, we’ll never ask you to send sensitive information by email. Instead, we partner with SuiteFiles to provide their secure Connect online portal to our clients.
SuiteFiles Connect + Etax Local: A powerful combination for secure, efficient tax management
SuiteFiles Connect is a secure and compliant document management system that provides a safe and simple way to manage your taxes, wherever you are.
The benefits of working with our client portal:
- Security: Your information is private. Our secure client portal keeps it that way.
- 24/7 access: An online client portal means you can transfer and edit documents, update requests and sign your tax returns any time – wherever you are.
- Upload receipts and documents directly into your tax folders, helping you keep organised – no need for unsecured communications like email!
- Access multiple entities via one account, a necessity for busy entrepreneurs and those with a side business.
- View and sign your tax returns digitally – stay on the go in more ways than one with no-fuss digital signing.
- Complete and check off accountant requests and track the progress of each job.
- Seamless integrations with Microsoft Office 365, Xero, QuickBooks and more.
How to use Connect:
SuiteFiles Connect helps small businesses and individual taxpayers to easily share, sign and store documents, as well as access folders shared by their Etax Local accountant.
If a document needs your signature, review, or approval, you’ll find it on Connect. Once you’ve engaged Etax Local as your tax agent, our team will provide you with everything you need to set up.
As we noted earlier, the client portal is very easy to use, but here are a few help topics to get you started:
- How do I log in to Connect?
- How do I view and complete my file requests in Connect?
- How do I view my connected folders in Connect?
- FAQs for Connect Users
The Connect client portal makes taking control of your accounting needs and tax returns far easier.
- No appointments necessary, leaving you more time to concentrate on your business.
- No time restraints: access is 24 hours a day, 365 days a year. Transfer documents, review and sign your tax returns.
Get in touch with our head office today.
Call our team on: 1300 174 689
Alternatively, answer a few simple questions about the service(s) you need by clicking the button below, and one of our service specialists will get back to you as soon as possible:
Tax Agent
