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.
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