Protected workspaceAS
Sample workspace

FINACCTAX CLIENT WORKSPACE

My requests

Follow your requests from the date of filing.

Assessment year
Requests for AY 2026-27
01Request recorded
02Documents reconciled
03Advice prepared
04Client approval

Requests are saved in this workspace. Adviser assignment and notifications are not connected in this first version. A review request does not submit or amend an ITR.

A clear record of every request

Try the request form to see what your client will provide. Sample requests are not saved.

FinAccTax / Finance, Accounts & Tax SolutionsCare in every calculation.