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The client portal on a phone: a tax return checklist at 50% ready, with the bank interest summary still outstanding.
What's still needed
The documents list, each row showing the merchant, amount and GST read off the receipt.
Everything you've sent
A message thread between a client and their accounting firm inside the portal.
One thread with your firm

The BeforeMay client portal

Your tax documents, one place.

Your accountant lists what they need. You send it. Nothing goes missing in an email.

Download onApp StoreGet it onGoogle PlayOpen in the browser

iPhone, Android or any browser · your firm sends the invitation

What it does

  • 01

    What's still missing

    Your firm's list, ticking itself off as things arrive.

  • 02

    Send from your phone

    Photograph a receipt, or pick the PDF your bank sent.

  • 03

    See what was read

    Merchant, date, amount, GST — before it reaches your return.

  • 04

    Ask in the same place

    One thread with your firm, sitting next to the files.

  • 05

    Fees and signing

    Invoices to pay, engagement letters to sign. No printer.

  • 06

    Only ever yours

    The invitation is bound to your email address, and you accept it.

And the same thing on a laptop

The client portal in a desktop browser, with the checklist, documents and firm details side by side.

Get it

All of it works in the browser today. The app adds the camera.

Download onApp StoreGet it onGoogle Play
Open it in the browser