New Client Information
New to Sharon’s Accounting Service? Use this form to submit your details.
Open formFinancial Analytics and Bookkeeping in Casino
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1300 017 167
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The client portal is a secure online space where you can upload documents, share information and view key financial files in one place. It is designed to make working together easier, more efficient and more organised, without relying on email attachments or paper.
The portal allows you to send and receive information quickly and safely, so your bookkeeping, payroll and reporting can stay up to date.
What You Can Do in the Portal
Through the client portal, you can:
Why Use the Portal?
The client portal is designed to:
Security and Confidentiality
Your information is treated with strict confidentiality.
The portal uses secure, encrypted connections and controlled access so that your business data is protected.
Only you (and authorised people in your business, if requested) and Sharon’s Accounting Service have access to your files within the portal environment.
How to Get Started
Already a Client?
You can log in to the client portal using the link provided when you joined Sharon’s Accounting Service.
If you have misplaced your link or login details, please get in touch to have them reissued.
The portal allows you to send and receive information quickly and safely, so your bookkeeping, payroll and reporting can stay up to date.
What You Can Do in the Portal
Through the client portal, you can:
- Upload documents securely
Bank statements, invoices, receipts, payroll information and other records. - Share files for review
Send year-end documents, ATO review information or supporting evidence when needed. - Access key financial documents
View reports and files that have been shared with you, such as monthly summaries or statements. - Send messages and respond to requests
Receive clear requests for specific documents and respond directly through the portal.
Why Use the Portal?
The client portal is designed to:
- Keep all your financial documents in one place
- Reduce the risk of lost emails or missing attachments
- Improve security and confidentiality
- Make it easier to stay organised and compliant
- Support a smooth bookkeeping and reporting process
Security and Confidentiality
Your information is treated with strict confidentiality.
The portal uses secure, encrypted connections and controlled access so that your business data is protected.
Only you (and authorised people in your business, if requested) and Sharon’s Accounting Service have access to your files within the portal environment.
How to Get Started
- Receive your invitation
You will be sent a link to create your secure login. - Set your password
Follow the instructions in the email to set a strong password. - Log in and upload your documents
Once logged in, you can begin uploading files, responding to requests and viewing shared documents.
Already a Client?
You can log in to the client portal using the link provided when you joined Sharon’s Accounting Service.
If you have misplaced your link or login details, please get in touch to have them reissued.
Individual Tax Return
Ready to submit your individual tax return? Use this form to ensure you have everything you need.
Open formClient Portal
Secure portal to upload documents and access your files in one place.
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