for Tax Agents


  • Secure client portal for online document delivery
  • Reduced need for lengthy face to face meetings
  • Increased client portfolio due to efficiencies
  • Client data from the portal can be actioned in advance (downtime utilised)
  • Client documentation to support return can be placed in portal as received and actioned in advance by the agent.
  • Calendar alert as to due dates
  • On and off line secure chat advising or requesting additional data etc.



Contact Us


Address :-


Suite 3, Level 27
Governor Macquarie Tower
1 Farrer Place
Sydney NSW 2000

*To request a Macquarie Bank “Blueprint to thrive” document, regarding adjacency revenue opportunities - email us as above with ‘Blueprint to thrive’ in the title