Client Portal

Your secure gateway to professional tax management, document vault, and direct advisor communication.

Secure Document Vault

Bank-grade encrypted document storage

Tax Analysis Tools

Real-time financial planning & returns

Direct Communication

Instant secure messaging with advisors

Bank-grade encryption

CPA Certified

10+ years trusted

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Welcome Back

Sign in with the same details you use with EH Tax — one field for ID, email, or mobile.

Client ID / Email / Mobile

Enter your Client ID, the email we have on file, or your mobile number — all three work.

Password

Forgot password?

Need access? Contact EH Tax

CPA-led advice · Bank-grade document vault · ATO-aligned lodgement support

U

User Name

ID: ---

Dashboard

User

U

Upload to Vault

Classify your file so your advisor can process it faster.

File information

File type

File to upload

PDF, Word, Excel or images up to 10 MB.

Document information

Display name

Document type

Sub type

Regulator

Period

Type

Instant period

Notes (optional)

Request a document

The client will see this on their dashboard and in Documents, and can upload against the request.

Client

What do you need?

Notes (optional)

Bulk Client Import

Upload a CSV file with columns: clientId, name, email.

User Profile

Full Name—

Email—

Phone—

Res. Address—

DOB—

TFN—

Business—

ABN—

ACN—

Bus. Address—

BSB—

Account #—

Account name (bank)—

Industry—

GST status—

Onboarding—

Account Type—

Status—

User ID—

Client Documents

No documents uploaded yet.

First Name *

Last Name *

Email *

Phone

Business Name

Status

Client ID

Staff Role

New Message

To (Recipient) *

Message *

Create Client

First Name *

Last Name *

Email Address *

Phone

Client ID

Password *

Create Staff

First Name *

Last Name *

Email Address *

Role *

Password *

Create Admin

First Name *

Last Name *

Email Address *

Password *

Notifications

No notifications

EH Tax AI

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Hi! I'm the EH Tax Accountants AI assistant. I can help with Tax Returns, BAS/GST, SMSF, Payroll, Trust Setup, Business Advisory, and Australian tax questions. What do you need?

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