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Tax agent software: checklists, uploads & e-signing

Tax agents: tax time without the shoebox. Lodge more, chase less.

Clients turn up with a shoebox of receipts. Half the documents are missing and finished returns sit for weeks waiting on a signature. We build tax time portals for tax agents with personalised checklists, secure uploads, e-signing and online payment, then we host them and look after them.

Tell us what's slowing you down →Try the live demo →Or call0423 011 252

Looking for tax return client portal software that actually gets the paperwork in?

July hits and a tax agent practice turns into a sorting office. Payment summaries come by email, receipts come in a plastic bag and the rental property statements turn up three weeks after the appointment. Then you spend August chasing the one missing bank statement, the signed declaration and the fee. Your tax software is great at preparing returns. It's not built to get the stuff out of your clients.

Wollopit builds custom tax practice software around how your practice runs. Every client gets a checklist built from last year's return, so they only see what applies to them. Documents land sorted by category instead of buried in your inbox. Returns are signed online, fees are paid on the same link and you can see at a glance who's ready, who's stuck and who hasn't started. We connect to the tax and practice software you already use and look after the lot on our own servers.

01The problems

What we hear from tax agents

Does your tax agent practice have these problems? Here's how we'd fix them.

Most tax agents we talk to are brilliant at the tax bit. It's the chasing, sorting and re-asking that eats July to October.

  • The problemShoeboxes of receiptsClients drop off a bag of crumpled receipts and you spend an hour sorting work-related from everything else.
    How we fix itClients upload by category from their phone: work expenses, donations, rental, medical. It arrives sorted and labelled.
  • The problemMissing documentsThe return is 90% done and stuck on one bank interest statement. Three emails and a phone call later it's still stuck.
    How we fix itA live checklist shows the client exactly what's outstanding, with automatic reminders until every item is ticked off.
  • The problemOne checklist for everyoneThe generic tax pack asks a PAYG employee about rental properties and a landlord about nothing useful.
    How we fix itChecklists built per client from their situation and last year's return, so they only see what's relevant to them.
  • The problemSame questions every yearSame employer, same rental, same private health fund. You still ask for all of it like they're new.
    How we fix itPrefilled checklists carry last year's details forward. Clients just confirm or update.
  • The problemReturns waiting on signaturesThe return is ready but the client has to come in or print, sign and scan. It sits for a fortnight.
    How we fix itReturns and declarations sent for e-signing on any phone, with reminders and a signed copy filed automatically.
  • The problemBookings by phone in JulyThe phone rings non-stop in the first week of July and half the calls are people wanting a time.
    How we fix itOnline booking for in-person, phone or Zoom appointments, with the right checklist sent the moment they book.
  • The problemTFNs flying around in emailPayment summaries, ID and bank details sent as plain email attachments to a shared inbox.
    How we fix itA secure client portal with logins and two-step sign-in, so sensitive documents never sit in an inbox.
  • The problemFees chased after lodgementThe return's lodged and the invoice gets ignored until you send the third reminder.
    How we fix itFees paid by card on the same link as the e-signature, with receipts and payments flowing into Xero or MYOB.
  • The problemWhere's my return up to?Clients ring to ask if their return has been lodged and someone has to stop to look it up.
    How we fix itClients see their own status online: documents received, in preparation, ready to sign, lodged.
  • The problemWho hasn't come in yet?Somewhere in your client list are people who haven't booked and won't until the lodgement due date is close.
    How we fix itA tax season board showing every client's stage, with nudges sent to the ones who haven't started.
  • The problemNew client paperworkEngagement letters, ID checks and client authority forms done on paper before you can even start.
    How we fix itOnline onboarding with engagement letters, ID upload and authority forms signed in one go.
02What we build

Solutions

What we build for tax agents. Usually all talking to each other.

Pick the one that's hurting most or join the whole lot up. Everything is built around how your team works, not the other way round.

01

Personalised tax checklists

Built per client from their situation: employment, rental, shares, crypto, sole trader income and deductions.

02

Prefilled from last year

Employers, rental properties, health funds and recurring deductions carried forward for clients to confirm.

03

Secure document uploads

Phone-friendly uploads sorted by category, with photos of receipts turned into tidy files.

04

Client portal

One login for clients to upload, sign, pay and check where their return is up to.

05

E-signing

Returns, declarations and engagement letters signed online with a full audit trail.

06

Online booking

In-person, phone and Zoom appointments with the checklist sent straight after booking.

07

Automatic reminders

Email and SMS nudges for missing documents, unsigned returns and unpaid fees.

08

Online payments

Card payments on the sign link, with receipts and reconciliation into Xero or MYOB.

09

Tax season board

Every client's stage on one screen so you know who's waiting on what.

10

New client onboarding

Engagement letters, ID checks and authority forms completed before the first meeting.

11

Year-round uploads

Clients add receipts as they go so July is a confirm, not a scramble.

12

Rental property schedules

Simple online forms for income and expenses per property instead of a dozen spreadsheets.

03The systems

The big ones

Your whole tax season, on one system.

These are the systems tax agents ask us about most. Each one works on its own and they get properly clever when they're joined up.

Checklists & uploads

Every client gets their own checklist. Everything arrives sorted.

Checklists are built from each client's situation and last year's return, so nobody gets asked about things that don't apply. Clients tick items off by uploading from their phone and you see exactly what's still missing.

  • Checklists built per client
  • Prefilled from last year's details
  • Uploads by category from any phone
  • Receipt photos tidied into files
  • Rental, shares and crypto sections
  • Sole trader income and expenses
  • Live progress for client and staff
  • Automatic reminders for missing items
  • Files named and filed to the client
  • Year-round uploads between seasons

E-signing & onboarding

Returns signed on a phone, not in the office.

Send the finished return and declaration for signing the moment it's ready. New clients sign engagement letters and authority forms online before they walk in, with signed copies filed against the client automatically.

  • Returns and declarations e-signed
  • Engagement letters signed online
  • Client authority forms
  • ID upload for new clients
  • Couples sign separately
  • Reminders until it's signed
  • Full audit trail on every signature
  • Signed copies filed automatically
  • Works alongside FuseSign or DocuSign

Bookings & season board

Know who's ready, who's stuck and who hasn't started.

Clients book their own appointments online and get the right checklist as soon as they do. Behind it, a tax season board shows every client's stage so nothing slips past the lodgement due date.

  • Online booking for office, phone or Zoom
  • Checklist sent on booking
  • Staff calendars and availability
  • Appointment reminders by SMS
  • Every client's stage on one board
  • Filter by preparer or due date
  • Nudges to clients who haven't started
  • Prior year clients not yet booked
  • Busy season workload at a glance

Payments & client status

Signed and paid on the same link.

Clients pay your fee by card as soon as they've signed, so there's no invoice to chase after lodgement. They can also see where their return is up to without ringing the office.

  • Card payments on the sign link
  • Receipts emailed automatically
  • Payments into Xero or MYOB
  • Fee reminders that send themselves
  • Client status page
  • Lodged and assessment notices posted
  • Outstanding fees report
  • Payment plans for bigger jobs
04How it changes

Before and after

A tax return, wolloped.

Here's how one client's return could change. Every practice is different, so we map yours first.

Before

  1. Client rings in July to book a time
  2. Turns up with a shoebox and no rental statement
  3. Staff sort receipts for an hour
  4. Three emails chasing the missing document
  5. Return printed, posted and signed a fortnight later
  6. Invoice chased after lodgement

After

  1. Client books online in two minutes
  2. A checklist prefilled from last year lands in their inbox
  3. They upload by category from their phone
  4. Reminders chase the rental statement on their own
  5. Return e-signed the day it's ready
  6. Fee paid on the same link and lodged
05Services

Everything under one roof

Software, websites and systems for tax agents.

Whether you're starting fresh or upgrading what you've got, it's one team from the first sketch to the support call.

Custom software for tax agents

Built around how your tax agent practice actually runs: personalised tax checklists, prefilled from last year and the admin in between, in one system you own.

Websites for tax agents

Fast, hand-built websites that rank for the searches your customers make and turn visits into enquiries, bookings or orders.

Tax agent practice system upgrades

Running on spreadsheets, old software or a platform you've outgrown? We move your data across and upgrade in stages so the business never stops.

Apps and portals for tax agents

Secure document uploads and client portal: customer and staff portals that work on any phone without an app store.

Integrations and automation

We connect Xero Tax, Xero Practice Manager and MYOB Practice so information moves on its own and nobody retypes it.

Hosting, support and care

Managed hosting, updates, backups and security for your tax agent practice, looked after by the people who built it.

06Integrations

Connections

Plays nicely with what you already use.

We connect to the tax and practice software you rely on, work alongside the platforms you're happy with or replace the ones holding you back.

  • Xero Tax
  • Xero Practice Manager
  • MYOB Practice
  • HandiSoft
  • LodgeiT
  • Karbon
  • FYI
  • SuiteFiles
  • Content Snare
  • Ignition
  • FuseSign
  • Annature
  • DocuSign
  • Microsoft 365
  • Google Workspace
  • Calendly
  • Zoom
  • Stripe
  • Mailchimp
  • Dext
07How we work

The process

Some people dip their toe in. We turn up in a rebreather.

We get properly below the surface of your tax agent practice: the systems, the busy days and the jobs everyone hates. Then we fix the bits that matter most first.

  1. 01

    Think

    We sit with your team through a tax season workflow, from the first booking to the paid invoice, then work out where the chasing really happens.

  2. 02

    Archi-tech

    We plan it before writing code: your client types, checklists, signing, payments, tax software, security, hosting and cost.

  3. 03

    Build

    Real engineering, shown to you early and often. Usually checklists and uploads first, so you get a win before next July.

  4. 04

    Look after

    We host it, keep it secure and keep improving it between seasons. When something breaks you call the people who built it.

08Questions

FAQ

Things tax agents ask us.

Something else on your mind? Ring 0423 011 252 and ask the people who'd build it.

Can clients upload documents throughout the year?

Yes. Clients can add receipts and statements any time so tax time is a quick confirm instead of a scramble.

Is it secure enough for TFNs and ID documents?

Yes. Clients log in with two-step sign-in, documents are encrypted and nothing sensitive sits in an email inbox. We host it on our own managed servers in Australia.

Can checklists be prefilled from last year?

Yes. We carry forward employers, rental properties, health funds and regular deductions so clients only confirm or update what's changed.

Can clients sign their returns online?

Yes. Returns, declarations and engagement letters can be e-signed on any phone with a full audit trail. If you already use FuseSign or DocuSign we can work with it.

Do we have to switch our tax or practice software?

No. We build around what works. Your tax software keeps preparing and lodging returns. We handle the bookings, checklists, uploads, signing and payments around it.

How much does a tax practice portal cost?

It depends on what you need, so we quote up front once we understand it. No surprise invoices, no lock-in and you own what we build.

How long does it take?

Smaller jobs like online booking or a checklist portal can be quick. Bigger systems are planned in stages so you get the first win early, ideally before the next tax season.

Who looks after it once it's built?

We do. We host it, maintain it and keep it updated and secure. When you need something you ring the people who built it.

We already have systems. Can you upgrade them instead of starting again?

Usually, yes. Most tax agents we work with keep what's working and upgrade the rest in stages. We move your data across, connect the old and new while we switch and retire the old system only when the new one is proven.

Contact

Got a tax agent practice problem? Consider it wolloped.

Tell us what's slow, broken, manual or missing. You don't need a spec, just describe what's going on.

Call0423 011 252 Emailprojects@wollopit.com.au
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