Prepare to act on behalf of your client by checking you have the appropriate signed authority to do so.
View and update your client's details.
View and update your client's addresses.
View, add, update and delete activity statement account email addresses.
View authorised contacts for all of your clients' accounts and roles.
View details of your client's associates, including the associate's name and position held.
Financial institution details
View and update the financial institution details and accounts for your clients.
Manage credit/debit card details
View, add, update and delete credit/debit card details for your clients.
View, add, update or cancel your client's tax registrations for a role or account.
Learn how to set or update your client's communication preferences, including activity statement lodgment notifications.
Communication history – client summary
Use communication history at the client summary to view or send messages relevant to your client.
Send messages to us for a client using the client summary will automatically populate your client's details in the message.
Historical transactions – client summary
Check the status of enquiries you have made with us on behalf of your client.