Client Portal
How to use your client portal
The online client portal is free for you to use and secure your information as long as you are a Simple Taxes customer.
When your account is set up and you have provided your basic details and proof of ID, you will be assigned an accountant who will set up your portal and share information with you through your portal. Please use this secure portal to send us any documents.
Here you can e-sign, upload, and download documents, all via this log-in or the App on your phone.
Your Simple Taxes client portal is powered by Onvio @ Thomson Reuters.
Fast and secure
Our client portal provides our clients with a central location to store, retrieve and sign key documents and forms. The online client portal software for our accountants is the most efficient way to collaborate with you on key financial documents in a highly secure environment.
The client portal is also available in a convenient mobile application for you. As well as uploading and editing documents in the portal directly from a mobile device, you can also comment and sign off documents in real time. Click on the downloads below to explore the app on Apple and Android smart devices.
Download from the Apple store here.
Download from Google Play here.
